Oswego Financial Planners

in Oswego, IL

Financial Planners are
in Oswego

Financial Planners in Oswego
are top rated

Rated by
George H.
(owner) and
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Rated by
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

Oswego Financial Advising Articles

Financial Advising reviews in Oswego


I have worked with
Oswego Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Oswego Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.

Oswego Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Oswego Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.

In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Oswego Financial Planners Provider Name Locked
Oswego Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Oswego Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Oswego Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Oswego Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Oswego Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.


Oswego Financial Planners Provider Name Locked

He attempted to explain that their actuarial partner,
Oswego Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Oswego Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Oswego Financial Planners Provider Name Locked
notified me that since
Oswego Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Oswego Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Oswego Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.

- Michael F.

My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Oswego Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Oswego Financial Planners Provider Name Locked
- Gayane K.

It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.

Oswego Financial Planners Provider Name Locked
. (
Oswego Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Oswego Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Oswego Financial Planners Provider Name Locked
based on their success in managing your portfolio.

- william B.

T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Oswego Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
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All Financial Planners in Oswego, IL

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

A G M Investment Group

24W671 Woodcrest Dr
Naperville, IL

AAA - Lincoln Park

2121 N Clybourn Ave
Chicago, IL

AAA - Michigan Avenue (Chicago)

307 N Michigan Ave #104
Chicago, IL


Streamwood, IL

ace Debt Consolidation

16 Douglas Avenue
Elgin, Il

Adage Accounting

350 S Schmale Rd Ste 160
Carol Stream, IL

Adage Accounting Inc.

350 S. Schmale Road Ste 160
Carol Stream, IL


1005 W Lake St
Addison, IL

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock, IL

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL


Flanders, NJ

American Virtual Associates

304 Whitelaw Avenue
East Alton, IL

Americas Benefits Group

500 N. Randall Rd
Batavia, IL

Ameriprise Financial

605 W. Main Street
Geneva, IL

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Apex Credit Solutions

1110 South Avenue
Staten Island, NY

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee, IL

Baranowski Insurance Agency

1467 Joliet street
Dyer, IN


8 S MICHIGAN #2016
Chicago, IL

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago, IL

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

Broker Dealer Financial Services Corp

140 S 68th St
West Des Moines, IA

Bruce Beddard Mortgage Team

44 Kingsport Dr
Schaumburg, IL

Business & Professional Consultants, Ltd. CPA's

155 N Pfingsten #325
Deerfield, Il

Capital Bankcard

Antioch, IL

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Catalano, Caboor & Company

101 West 22nd Street
Lombard, IL

Charles Stewart Agency

1016 W Jackson Blvd.
Chicago, IL

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights, IL


Chicago, IL

Citizens First National Bank

606 S Main St
Princeton, IL

clear rivers Debt Consolidation

446 S Chicago St
Joliet, Il

CM Financial & Family

411 W Cuba Rd
Barrington, IL

Common Wealth Investment LLC

PO Box 16010
Louisville, KY

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street
Chicago, IL


Chicago, IL

COUNTRY Insurance & Financial Services

2835 W 95th St
Evergreen Park, IL

Credit Repair Chicago

211719 S Halsted St
Chicago, Il

Daly Investment Management

180 N LaSalle St Suite 3700
Chicago, IL

Daniel Castino

5215 Old Orchard Rd
Elk Grove Village, IL

David Kujawa, OnPath Financial

100 Illinois St.
St. Charles, IL

David Wilson CPA

228 Florence St
Crystal Lake, IL

Debt Relief NW Inc

202 SE 181st Ave. Ste 102
Portland, OR

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove, IL

Digital Check Corp.

630 Dundee Rd., Suite 210
Northbrook, IL

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

Earthmover Credit Union

2195 Baseline Rd
Oswego, IL

Eide & Eide, CPAs

3 S Greenleaf St
Gurnee, IL

Elite Payment Processing

1078 heritage hill dr
Naperville, il

F5 Financial Planning

4003 Heron Ct
Naperville, IL

Farmers Insurance

341 N Independence Blvd
Romeoville, IL

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge, IL

Freyman CPA, P.C.

40 Exchange Place
New York, NY


900 RIDGE , RD
Homewood, IL

Generic Trade Futures & Options

210 Skokie Valley Rd
Highland Park, IL

Gold Debt Consolidation

111 East Galena Boulevard
Aurora, Il


21439 Bingham Ave.
Port Charlotte, FL


20275 Honeysuckle Dr.
Elkhorn, NE

Healthcare Services of Illinois

8770 W. Bryn Mawr Ave, Ste. 1300
Chicago, IL

Homeowners Defense Solutions

8057 Daniel Dr.
Justice, IL

Hope credit solutions

2630 Flossmoor Rd
Flossmoor Il, Il


3090F Pullman St
Costa Mesa, CA

ING Financial Partners

230 W Monroe St
Chicago, IL

Intrinsic dm2

4C S 6th St
Geneva, IL

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA

ISIS Wealth Management, Ltd.

10760 W. 143rd Street
Orland Park, IL

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5
Chicago, IL

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV

Kim Michael-Lee,CPA

Bloomingdale, IL

King Financial Group LLC

2986 Bryn Wood Dr
Madison, WI

Lenox Advisors

1 N Franklin St
Chicago, IL

Lifestyle Financial Services, Inc.

445 S Halsted St
Chicago Heights, IL

LNR Insurance Services

1126 W. Algonquin Road
Lake In The Hills, IL

Long Financial Planning

1200 N Ashland Ave
Chicago, IL

Lowell, Blake & Associates

141 Tremont Street
Boston, MA

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM

Maxam Assurance Agency, Inc.

85 W. Algonquin Rd.
Arlington Heights, IL

MBE Financial Group

2 Prudential Plaza, 180 N Stetson
Chicago, IL

MC Associates & Developments

2621 W. Greenwood Avenue
Waukegan, IL

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103
Plainfield, IL


Buffalo Grove, IL

Michael Greenen CPA

8 S Main St
Elburn, IL


47 West St. Andrews lane
Deerfield, IL

Nationwide Billing & Consulting

4836 S Linder Ave
Chicago, IL

Nationwide Student Aid

333 N Oakley Ave
Chicago, IL

new beginnings Debt Consolidation

101 East Ogden Avenue
Naperville, Il

New York Life Insurance Company

3010 Highland Parkway Ste 700
Downers Grove, IL

north star Financial Group

11345 Hanson Rd
Algonquin, Il

Northpoint Financial Group

27575 Ferry Road
Warrenville, IL


PO BOX 1101
Crystal Lake, IL


PO Box 1572
Robbins, IL


1805 N. 19TH AVENUE, STE 2E
Melrose Park, IL

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA

Partners Wealth Management

1700 Park Street, Suite 200
Naperville, IL

PayArct Payroll

Schaumburg, IL

Pinpay Online

2018 University Dr
Naperville, IL

Plante & Associates Inc

80 McDonald Ave
Joliet, IL


19511 Governors Hwy
Flossmoor, IL

Prem Tax & Accounting

4260 Westbrook Dr.
Aurora, IL

Premier Financial Services Inc

206 1/2 W State Street
Geneva, IL

R Hill Enterprises, Inc.

PO Box 6464
Aurora, IL

Rajparth Advisory Group LLC

55 NE 5th Ave
Boca Raton, FL


13011 S 104th Ave Ste 200
Palos Park, IL

Renovo Financial, LLC

1016 W. Jackson Blvd, Suite 316
Chicago, IL

Rick M Schadeck Agency dba RDR Ins Svcs

125-7 E State Road / PO Box 185
Island Lake, Il

RJ Augustine and Associates, Ltd. CPAs

999 Plaza Drive
Schaumburg, IL

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg, IL

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights, IL

S P Johnson Group

293 Mulberry St
Buffalo, NY

SagePoint Financial

2530 Crawford Ave
Evanston, IL

Sebold Capital Management

400 E. Diehl Rd.
Naperville, IL

Security One Lending - Reverse Mortgage

777 Lake Zurich Road
Barrington, IL

Shoals Debt Management

P.O. Box 644
Zion, IL

Short Term Cash Advance

10334 S. Harlem
Palos Hills, IL

Smarter Will

One Overlook Point
Lincolnshire, IL

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL

State Farm Insurance

1526 E Hintz Rd
Arlington Heights, IL

State Farm Insurance - Christine Altieri Agent

1133 Weiland Road
Buffalo Grove, IL

State Farm-The Matt Mitchell Agency

9140 N Waukegan Rd
Morton Grove, IL


27575D Ferry Rd
Warrenville, IL

Tarko Property Group Inc

5757 W 95th St
Oak Lawn, IL

Team Rhino Lending.com

43 East Crystal Lake Avenue Suite C
Crystal Lake, IL

The David Agency Insurance, Inc.

385 N York Rd
Elmhurst, IL

The Dolins Group, LTD.

Northbrook, IL

The Main Street Group

4510 Cox Road
Glen Allen, VA

The Music CPA

101 West 22nd Street
Lombard, IL

The Price Futures Group, Inc.

141 W Jackson Blvd
Chicago, IL


612 S Laflin St
Chicago, IL

Third Lake Financial Corporation

34500 N Us Highway 45
Lake Villa, IL

Thompson Benefits

2711 Freeland Cir
Naperville, IL

TLG Properties LLC

904 Longmeadow Ct
Barrington, IL

Trenholm Debt Consolidation

404 South Clark Street
Chicago, Il

United Gold Direct

2945 Townsgate Road
Westlake Village, CA


Barrington, IL

Vertical Systems Analysis

307 West 36th Street
New York, NY

Wall Doctor Inc

4822 Baseline Rd.
Oswego, IL

WealthCare Advisors, LLC

10 N. Martingale Road
Schaumburg, IL

Weiss Insurance Agencies

31W680 Army Trail Rd.
Wayne, IL

Wilson Rogers & Company, Inc.

2055 W. 95th St.
Chicago, IL
Oswego Zip Codes

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