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Over 187 reviews for
Oconomowoc Financial Planners from people just like you.

C
"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
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
"
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
a solid 10 stars.

-Kathy Y.

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Financial Advising reviews in Oconomowoc

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
Oconomowoc 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
Oconomowoc 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
Oconomowoc 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.
Oconomowoc 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
Oconomowoc 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.
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.

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

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