-Find top-rated Service Providers

Find Top-Rated Oconomowoc Financial Planners

Angie's List helps you hire the best - and avoid the rest!

Financial Planners to Avoid

55

Top Rated Financial Planners

10

Prevent buyer's remorse with us

  • Only 15% of Oconomowoc Financial Planners are reliable
  • Tardiness is the #1 complaint against Oconomowoc Financial Planners
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 182 reviews for
Oconomowoc Financial Planners from people just like you.

D
"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
"
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.
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
to others.

-Ellen C.

+Join 2 Million People on Angie's List

Over 2 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 2 Million People on Angie's List

Local Articles in Oconomowoc

A financial planner can help you protect your family's assets and achieve long-term goals such as retirement and college savings. (Photo by Chris Liphart)

Financial planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

funeral planning
Funeral Homes, Financial Planning

The average funeral costs more than $7,000. Avoid costly mistakes when planning or preplanning funeral arrangements to make sure your final investment is sound.

money in hand helps when parents needs financial help
Home Healthcare - Independent Living, Longterm Care - Assisted Living, Financial Planning

It's hard to talk money with aging parents, but financial planning and organization are critical when figuring out future health care and living options.

Home repairs can be costly, so it's important to be prepared by budgeting your money appropriately. (Photo by Jennica Abrams)
Financial Planning

On this episode of Chat with the Experts, we talk with financial author Eric Tyson to learn how to budget for home repair emergencies and home improvements.

holiday budget
Financial Planning

Holidays got your wallet? Find out ways to save money on gifts, travel and entertaining for Christmas, Hanukkah or Kwanzaa for a less stressful holiday season.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Oconomowoc

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.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Oconomowoc Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Oconomowoc Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Oconomowoc Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Oconomowoc Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Oconomowoc Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Oconomowoc Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Oconomowoc Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Oconomowoc Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Oconomowoc Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Oconomowoc Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Oconomowoc Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Oconomowoc Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Oconomowoc Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Oconomowoc Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Oconomowoc Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Oconomowoc Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Oconomowoc Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Oconomowoc Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Oconomowoc Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard C.

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!

3 Pointe Financial

8001 Irvine Center Dr

Accurate Tax and Accounting Services

14620 Mesa Court
Brookfield

Allegiant Group Inc

189 W Clarkston Rd

Allsup Inc

300 Allsup Pl

AMG Legacy Planning

10100 W Sample Rd

Annex Wealth Management LLC

12700 W Bluemound Rd
Elm Grove

Attorney Cooper

6001 W. Capitol Drive, Suite 208
Milwaukee

BetaFrontier, LLC

156 W Superior St Apt 401

Credit Repair Milwaukee

701-749 Wisconsin 32

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Dunlap Wealth Management Group

14074 Trade Center Dr

EDWARD JONES CO

8575 W Forest Home Ave Ste 180
Milwaukee

FOCUSED TAX SOLUTIONS

405 N Calhoun Road
Brookfield

Frank Medina Insurance Agency Inc

4406 S 68 St Unit 104
Greenfield

Freyman CPA, P.C.

40 Exchange Place

Global View Capital Advisors

N14 W23833 Ridge Dr. Suite 350
Waukesha

Godsell & Hughes Financial, Inc.

N56W14801 Silver Spring Dr
Menomonee Falls

GREGORY TURAY, CPA

8860 Woodbridge Dr
Greendale

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

Highland Investment Advisors, LLC

3112 W Highland Blvd
Milwaukee

iBank

3090F Pullman St

IRS Tax Help Team

1201 S Beach Blvd

Joe Bonow - State Farm Insurance

1601 E. Racine Avenue #102
Waukesha

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MCSHERRY ANDERSON LLC

875 TOWNLINE RD
Lake Geneva

Meade IRS Tax Group

5433 West Fond Du Lac Avenue
Milwaukee

Milwaukee Debt Consolidation

815 North Jefferson Street

Mortgage Statz

6226 Jeffers Dr
Madison

Mutual of Omaha

108 N Main St
Oconomowoc

NAGEL WEALTH MANAGEMENT

1045 N GLEN OAKS LN
Mequon

NEW YORK LIFE INSURANCE

135 S 84TH ST
Milwaukee

NORTHWESTERN MUTUAL FINANCIAL NETWORK

1131 Prairie Dr Ste 100
Racine

Patriot Financial

106 N Milwaukee St
Waterford

Phillip Funeral Homes, Inc.

1420 W Paradise Dr
West Bend

Phone Service Washington

500-598 15th St NW

PyraMax Bank

1015 Marquette Ave.
South Milwaukee

PyraMax Bank

7001 W. Edgerton Avenue
Greenfield

Review Services Inc

13255 W Bluemound Rd
Brookfield

Richman Financial Services

10125 W. North Ave
Milwaukee

ROBERT W BAIRD & CO INC

N14 W23777 STONERIDGE DR
Waukesha

S P Johnson Group

2025 Delaware Ave

SCHAN TAX SERVICE

N64 W24801 MAIN ST
Sussex

SHORECREST MORTGAGE

11520 N Port Washington Rd Ste 101A
Mequon

Small Business Accounting Solutions LLC

1025 S Moorland Rd
Brookfield

STEVEN J POPE

4400 N BROOKFIELD RD
Brookfield

The JNR Group

2407 S 79th Street
Milwaukee

Thrivent Financial

407 S 2nd St
Delavan

United Gold Direct

2945 Townsgate Road

Vincent Bellante Insurance Agency- American Family

11951 W Janesville Rd Suite C
Hales Corners

ZIEGLER INVESTMENT SERVICES GROUP

3333 N MAYFAIR RD
Milwaukee

ZIEMANN FOUNDATION INC

830 ARMOUR RD
Oconomowoc

Join Angie's List to get the best local reviews in Oconomowoc.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Planner
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money