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Oconomowoc Financial Advising Articles

Money saving tips from the Depression era

With Americans drowning in debt, it is time for frugality. Borrow from your wise elders by checking out these Depression era money saving tips.

Take swift action to rebuild your credit after identity theft

When identity thieves strike, take swift action to rebuild your credit by filing a police report and disputing fraudulent items on your credit report.

How to freeze your credit

Protect your credit and prevent identity theft by placing a security freeze on your credit file with all three major reporting bureaus.

Pete the Planner: Improve your financial health without math

Financial expert Pete “the Planner” Dunn gives financial advice to avoid bad behaviors and habits that lead to bad spending.

Angie's List In The Press

Sample Financial Planners Reviews

A
"
Oconomowoc Financial Planners Provider Name Locked
is very patient and knowledgable when it comes to
Oconomowoc Financial Planners Provider Name Locked
and
Oconomowoc Financial Planners Provider Name Locked
online. I thought his methodical approach to teaching was the key to us picking up so quickly the new software. Thank you
Oconomowoc Financial Planners Provider Name Locked
for the time you spent with my wife and I at our house.
"
A
"
Oconomowoc Financial Planners Provider Name Locked
was polite, accurate and extremely knowledgeable. We enjoyed working with him. We like knowing that we can call on him for future questions.
"
F
"The company is not responsive to phone calls or emails. It took them over 6 weeks to make a change for me in my investment and when they did they made the wrong move. They don't answer their phone; they only have an answering machine answering it. They do not return phone calls.
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A
"The whole process took about 6 months. Business came out, took pictures and reviewed all assets for replacement and came up with current life of each hard asset. Gave cost to replace at the life end of the feature. Was very helpful in planning for future repairs and costs.
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A
"Very knowledgeable and patient in explaining the intricacies of investments and financial planning. Went through my
Oconomowoc Financial Planners Provider Name Locked
and 4001(k) accounts and consolidated them into two accounts and made recommendations as to how they should be invested. Directed me to a local attorney to help supplement my financial plan and even assisted in locating health insurance options after my policy of 14 years was cancelled.
Oconomowoc Financial Planners Provider Name Locked
even helped me with a college savings plan for my niece and
Oconomowoc Financial Planners Provider Name Locked
which was in need of attention. I could not be more pleased with the level of service and professionalism.
"
N
"As a recent retiree, I found myself in a position of having to shift my company sponsored 401K plan into another tax sheltered investment. I had the good fortune of being introduced to
Oconomowoc Financial Planners Provider Name Locked
Fox. Two characteristics stood out that made him a unique financial advisor. First, he didn't just pitch his product. He explained the various investment strategies that were available in the marketplace. He assessed our objectives, and made recommendations based on those objectives. Second, his explanations were extremely thorough and in
Oconomowoc Financial Planners Provider Name Locked
's terms. The minute you didn't understand something, he would go over the subject until you understood. If investing your "nest egg" is something that is on your mind, I would highly recommend contacting him.
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A
"Best experience by far from a Financial advisor. bottom Line : No pressure to commit ;Clear, concise guidance from a true professional. I could not find anyone that would come to my home and sit down with me and discuss my situation. It seems everyone wants all your figures over the phone. We'll, Mr
Oconomowoc Financial Planners Provider Name Locked
Weaver was the exception. We TALKED at my kitchen table and discussed my challenges at different times, he gave me some guidance, asked questions and came back with the perfect plan to suit my needs. I am very happy with the results.
"
A
"Fist let me say we are difficult customers. My wife and I have different tastes and we both want what we want!
That being said
Oconomowoc Financial Planners Provider Name Locked
&
Oconomowoc Financial Planners Provider Name Locked
at Superior did a fantastic job guiding us to something we would both be happy with and would look fantastic.
Oconomowoc Financial Planners Provider Name Locked
showed us many different colors & grains of wood until we found the one we liked. They gave us finished samples in the color we wanted so we could take them home to match with the tile, backsplash & appliances.
After we made our decision Superior worked with us on scheduling. We had many delays totally unrelated to the cabinets and Superior worked with us through all of them. They were paragons of patience!
The workmanship was excellent. The cabinets were zero formaldehyde plywood and the stains were low VOC. There was absolutely no smell to them when we got them.
Oconomowoc Financial Planners Provider Name Locked
runs the shop and makes sure things come out like he was going to put them in his own home.
We ended up needing a few extra pieces of trim molding (no fault of Superiors, just some out of square walls) and they got them to us in short order and the color matched perfectly to the rest of the cabinets.
This is the second time we used Superior. They did an equally wonderful job on our shore house.
In both instances we received excellent value for the money and we would absolutely use them again.
I would highly recommend them.

"
A
"Our protection is constant so I didn't know how to enter the dates. When I have questions (rarely) they have been very responsive and always reassuring and that is very important to us. We were caught up in the target debacle and having
Oconomowoc Financial Planners Provider Name Locked
helped. High
Oconomowoc Financial Planners Provider Name Locked
!
"
A
"I answered Mr Cebulskie's
Oconomowoc Financial Planners Provider Name Locked
'sList ad for a #15 step stool used once by his young children. He lives far enough away that given my recent eye surgery I was feeling unable to drive. Mr Cebulskie was kind enough to me to offer to drive the item to very near my location as he had business that would put him in my area. I believe this to be testimony to his character, motivated to pass along a family item to serve my children, as it had long served his family. He did this not because he'd make a $15 "sale" on CraigsList but because he'd help someone else .Mr Cebulskie did so at 7 AM on a 5 degree BELOW zero morning!
If the company's President is so thoughtful as an individual, might not this be reason to invite his service as a business?
"

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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View locations from page 1 of OconomowocFinancial Planners

3 Pointe Financial

8001 Irvine Center Dr
Irvine, CA

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI

Allsup Inc

300 Allsup Pl
Belleville, IL

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL

Annex Wealth Management LLC

12700 W Bluemound Rd
Elm Grove, WI

Attorney Cooper

6001 W. Capitol Drive, Suite 208
Milwaukee, WI

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD

Credit Repair Milwaukee

701-749 Wisconsin 32
Milwaukee, Wi

Dunlap Wealth Management Group

14074 Trade Center Dr
Fishers, IN

EDWARD JONES CO

7406 W LAYTON AVE
Milwaukee, WI

Global View Capital Advisors

N14 W23833 Ridge Dr. Suite 350
Waukesha, WI

Godsell & Hughes Financial, Inc.

N56W14801 Silver Spring Dr
Menomonee Falls, WI

GREGORY TURAY, CPA

8860 Woodbridge Dr
Greendale, WI

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE

Highland Investment Advisors, LLC

3112 W Highland Blvd
Milwaukee, WI