Oconomowoc Financial Advisors

in Oconomowoc, WI

Sample Reviews

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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!
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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GREAT!
,
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.

Oconomowoc Financial Advising Articles

Financial Advising reviews in Oconomowoc

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Oconomowoc Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
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Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Oconomowoc Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Oconomowoc Financial Planners Provider Name Locked
(aka Dr.
Oconomowoc Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Oconomowoc Financial Planners Provider Name Locked
saying, "Help me
Oconomowoc Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Oconomowoc Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Oconomowoc Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

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Oconomowoc Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Oconomowoc Financial Planners Provider Name Locked
and
Oconomowoc Financial Planners Provider Name Locked
made the process of restating our trust documents
Oconomowoc Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Oconomowoc Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Oconomowoc Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Oconomowoc Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Oconomowoc Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
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Mr.
Oconomowoc Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Oconomowoc Financial Planners Provider Name Locked
.
- Linda V.
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Doc
Oconomowoc Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
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From the first phone call to the appointment everything was great he was on time for the appointment and even called me during the period of us setting the appointment he always kept me informed of what was going on with my policy/account. I would recommend him to anyone who would like to sit down and be more financially independent.
- hector F.
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My husband searched a long time for a financial adviser he could trust to manage our portfolio when he could no longer oversee it. He was afraid, since I have such a soft heart, that someone would take advantage of me.
He found that special person in
Oconomowoc Financial Planners Provider Name Locked
Oconomowoc Financial Planners Provider Name Locked
.
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
Oconomowoc Financial Planners Provider Name Locked
since 2003. As I am a widow for some years now, the faith my husband put in
Oconomowoc Financial Planners Provider Name Locked
was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider
Oconomowoc Financial Planners Provider Name Locked
, not only wise and
Oconomowoc Financial Planners Provider Name Locked
with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!
- PEGGY B.
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KEPT US INFORMED ON OUR FINANCIAL INVESTMENTS AND WAS AVAILABLE AT ANY TIME WE HAD A QUESTION OR WANTED TO MAKE A CHANGE GAVE US VERY GOOD ADVICE IN INVESTMENTS THAT WOULD HELP US GROW OUR ACCOUNTS IN A WELL BALANCED PORTFOLIO.
- Margie K H.
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All Financial Planners in Oconomowoc, WI

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

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COLLINS FINANCIAL GROUP

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Common Wealth Investment LLC

PO Box 16010
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Credit Repair Milwaukee

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Dunlap Wealth Management Group

14074 Trade Center Dr
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EDWARD JONES CO

7406 W LAYTON AVE
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Frank Medina Insurance Agency Inc

4406 S 68 St Unit 104
Greenfield, WI

Global View Capital Advisors

N14 W23833 Ridge Dr. Suite 350
Waukesha, WI

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