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135

Top Rated Financial Planners

14

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Over 223 reviews for
Oswego Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

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Financial Advising reviews in Oswego

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Oswego Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Oswego Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Oswego Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Oswego Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Oswego Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.
- Vicki K.
A

Rating
Oswego Financial Planners Provider Name Locked
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
Oswego Financial Planners Provider Name Locked
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
Oswego Financial Planners Provider Name Locked
to others.
- Ellen C.
C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.

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

A G M Investment Group

24W671 Woodcrest Dr
Naperville

AAA - Lincoln Park

2121 N Clybourn Ave
Chicago

AAA - Michigan Avenue (Chicago)

307 N Michigan Ave #104
Chicago

AC-U-TAX ACCOUNTING & TAX SVC

1300 E IRVING PARK RD
Streamwood

ace Debt Consolidation

16 Douglas Avenue

Adage Accounting

350 S Schmale Rd Ste 160
Carol Stream

Adage Accounting Inc.

350 S. Schmale Road Ste 160
Carol Stream

Affinity

1005 W Lake St
Addison

All @ 1 Insurance & Financial Services

1212 North Seminary Ave
Woodstock

Ameriprise Financial

605 W. Main Street
Geneva

AMG Legacy Planning

10100 W Sample Rd

Apex Credit Solutions

1110 South Avenue

Assured Concepts Group, Ltd.

1141 East Main St.
Dundee

Baranowski Insurance Agency

1467 Joliet street

BELL ASSOC CPA

8 S MICHIGAN #2016
Chicago

BetaFrontier, LLC

156 W Superior St Apt 401
Chicago

Boost Credit 101

3773 E Cherry Creek N Dr

Catalano, Caboor & Co.

101 West 22nd Street
Lombard

Charles Stewart Agency

1016 W Jackson Blvd.
Chicago

Ciardella & Associates Ltd CPA's

415 W Golf Rd
Arlington Heights

Citibank

Chicago

Citizens First National Bank

606 S Main St
Princeton

CM Financial & Family

411 W Cuba Rd
Barrington

COUNTRY Financial - Robert Sweiss

6415 West 63rd Street
Chicago

COUNTRY INSURANCE & FINANCIAL

4708 N MILWAUKEE AVE
Chicago

Daly Investment Management

180 N LaSalle St Suite 3700
Chicago

Daniel Castino

5215 Old Orchard Rd
Elk Grove Village

David Kujawa, OnPath Financial

100 Illinois St.
St. Charles

David Wilson CPA

228 Florence St
Crystal Lake

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Derek Eastman State Farm Insurance

36 Terry Drive
Sugar Grove

Digital Check Corp.

630 Dundee Rd., Suite 210
Northbrook

Dunlap Wealth Management Group

14074 Trade Center Dr

Earthmover Credit Union

2195 Baseline Rd
Oswego

Eide & Eide, CPAs

3 S Greenleaf St
Gurnee

Elite Payment Processing

1078 heritage hill dr

F5 Financial Planning

4003 Heron Ct
Naperville

Farmers Insurance

341 N Independence Blvd
Romeoville

Fox Financial Group LTD

7211 Giddings Ave.
Burr Ridge

Freyman CPA, P.C.

40 Exchange Place

GAMBLE FINANCIAL SERVICE GROUP

900 RIDGE , RD
Homewood

Generic Trade Futures & Options

210 Skokie Valley Rd
Highland Park

Gold Debt Consolidation

111 East Galena Boulevard

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Healthcare Services of Illinois

8770 W. Bryn Mawr Ave, Ste. 1300
Chicago

Homeowners Defense Solutions

8057 Daniel Dr.
Justice

Hope credit solutions

2630 Flossmoor Rd

iBank

3090F Pullman St

Illinois Wall Doctors Inc

4822 Baseline Rd
Oswego

ING Financial Partners

230 W Monroe St
Chicago

Intrinsic dm2

4C S 6th St
Geneva

IRS Tax Help Team

1201 S Beach Blvd

ISIS Wealth Management, Ltd.

10760 W. 143rd Street
Orland Park

Jeff Stogsdill State Farm Insurance

368 W Huron Street Suite 5
Chicago

Kim Michael-Lee,CPA

Bloomingdale

King Financial Group LLC

2986 Bryn Wood Dr

Lenox Advisors

1 N Franklin St
Chicago

Lifestyle Financial Services, Inc.

445 S Halsted St
Chicago Heights

LNR Insurance Services

1126 W. Algonquin Road
Lake In The Hills

Long Financial Planning

1200 N Ashland Ave
Chicago

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

Maxam Assurance Agency, Inc.

85 W. Algonquin Rd.
Arlington Heights

MBE Financial Group

2 Prudential Plaza, 180 N Stetson
Chicago

MC Associates & Developments

2621 W. Greenwood Avenue
Waukegan

McLeod Insurance Agency - State Farm

12443 South Rt 59, Unit 103
Plainfield

MICHAEL FRIEDLAND LTD

1110 E LAKE COOK RD
Buffalo Grove

Michael Greenen CPA

8 S Main St
Elburn

Micrologic

47 West St. Andrews lane
Deerfield

Nationwide Billing & Consulting

4836 S Linder Ave
Chicago

Nationwide Student Aid

333 N Oakley Ave
Chicago

New York Life Insurance Company

3010 Highland Parkway Ste 700
Downers Grove

Northpoint Financial Group

27575 Ferry Road
Warrenville

NOTARY PUBLIC ASSOCIATION OF IL

PO BOX 1101
Crystal Lake

OMEGA TAX & ACCOUNTING

PO Box 1572
Robbins

OPTIMO ACCOUNTING SOLUTIONS

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

Partners Wealth Management

1700 Park Street, Suite 200
Naperville

PayArct Payroll

Schaumburg

Pinpay Online

2018 University Dr
Naperville

Plante & Associates Inc

80 McDonald Ave
Joliet

Polaris

19511 Governors Hwy
Flossmoor

Prem Tax & Accounting

4260 Westbrook Dr.
Aurora

Premier Financial Services Inc

206 1/2 W State Street
Geneva

R Hill Enterprises, Inc.

PO Box 6464
Aurora

RAYMOND J BUSCH LTD

13011 S 104th Ave Ste 200
Palos Park

Renovo Financial, LLC

222 W Adams St
Chicago

Rick M Schadeck Agency dba RDR Ins Svcs

125-7 E State Road / PO Box 185

RJ Augustine and Associates, Ltd. CPAs

999 Plaza Drive
Schaumburg

Russ Walle First Centennial Mortgage

1111 N Plaza Dr Suite 101
Schaumburg

RXR Capital, Inc

2340 S. Arlington Heights Rd. Ste 440
Arlington Heights

S P Johnson Group

2025 Delaware Ave

SagePoint Financial

2530 Crawford Ave
Evanston

Sebold Capital Management

400 E. Diehl Rd.
Naperville

Security One Lending - Reverse Mortgage

777 Lake Zurich Road
Barrington

Shoals Debt Management

P.O. Box 644
Zion

Short Term Cash Advance

10334 S. Harlem
Palos Hills

Smarter Will

One Overlook Point
Lincolnshire

State Farm Insurance

1526 E Hintz Rd
Arlington Heights

State Farm Insurance - Christine Altieri Agent

1133 Weiland Road
Buffalo Grove

State Farm-The Matt Mitchell Agency

9140 N Waukegan Rd
Morton Grove

STREAMLINE FINANCIAL SERVICES

27575D Ferry Rd
Warrenville

Tarko Property Group Inc

5757 W 95th St
Oak Lawn

Team Rhino Lending.com

43 East Crystal Lake Avenue Suite C
Crystal Lake

The David Agency Insurance, Inc.

385 N York Rd
Elmhurst

The Dolins Group, LTD.

425 HUEHL RD
Northbrook

The Music CPA

101 West 22nd Street
Lombard

The Price Futures Group, Inc.

141 W Jackson Blvd
Chicago

The-Option-Coach.com

612 S Laflin St
Chicago

Third Lake Financial Corporation

34500 N Us Highway 45
Lake Villa

Thompson Benefits

2711 Freeland Cir
Naperville

TLG Properties LLC

904 Longmeadow Ct
Barrington

Trenholm Debt Consolidation

404 South Clark Street

United Gold Direct

2945 Townsgate Road

VERMILLION FINANCIAL ADVISORS

16 EXECUTIVE COURT
Barrington

Vertical Systems Analysis

307 West 36th Street

WealthCare Advisors, LLC

10 N. Martingale Road
Schaumburg

Weiss Insurance Agencies

31W680 Army Trail Rd.
Wayne

Wilson Rogers & Company, Inc.

2055 W. 95th St.
Chicago
Oswego Zip Codes

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