Oconomowoc Financial Planners

in Oconomowoc, WI

65
Financial Planners are
in Oconomowoc

10
Financial Planners in Oconomowoc
are top rated

A
Rated by
George H.
"Pat
(owner) and
De
met with my wife and I initially for for almost two hours to get to know us and understand" our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
. Plus, our investments were under performing the
enough that we needed to find another solution.
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
.
A
Rated by
Elizabeth L.
"In our first meeting with
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting." We thought we brought all the requested info to the next meeting but as
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
built a plan based on our answers to questions about our goals and risk tolerance.
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
were finished which we found really helpful. At the last meeting,
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
. He was personable and knowledgeable. We never felt rushed and
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
.
A
Rated by
JOSEPH C.
"A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
's questions as far as where all our money" was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow. He's very versed in the myriad of options available, and was able to provide
advice for not only managing our own finances, but how to do that in the context of owning our own small business. He is always professional, unbiased, and responsive to inquiries.

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Financial Advising reviews in Oconomowoc

A

Rating
I have worked with
Oconomowoc Financial Planners Provider Name Locked
for over 10 years. He looks at your entire financial picture in order to design a comprehensive financial plan that meets your unique needs. He is well educated and has earned a lot of credentials, he makes financial planning easy to understand, he's thorough and provides detailed analysis reports.
Oconomowoc Financial Planners Provider Name Locked
is very professional, he has always gotten me a great return on my investments and I would highly recommend him.
- Susan R.
A

Rating
Oconomowoc Financial Planners Provider Name Locked
was very easy to work with. His office is a long distance from my home so we handled everything via phone and email.
Oconomowoc Financial Planners Provider Name Locked
provided the information I sought in a detailed manner and responded exactly when he said he would. I would be happy to use his services again in the future.
- Ryan W.
F

Rating
In early November 2013 I began looking into a Cash Balance plan to enhance my office’s profit sharing and 401k plans. I was using the Third Party Administrator (TPA) Great Lakes Pension for my 401k and I looked at two other companies The Benefit Advantage (TBA) and The Retirement Advantage (TRA). Each of the three companies gave proposals for costs associated with setting up the Cash Balance plans (CBO) and ongoing annual costs associated with running the plans. Upon receiving the quotes, it appeared that TRA was the lowest. We had numerous email correspondences about the process and on November 13th I signed a contract to proceed to set up the plans using TRA. The front page of the contract showed that I would us be executing this agreement with TRA, through their agent
Oconomowoc Financial Planners Provider Name Locked
,
Oconomowoc Financial Planners Provider Name Locked
the financial advisor and Great West, the fund management company.
However, on November 18 (15 days after I signed the contract),
Oconomowoc Financial Planners Provider Name Locked
wrote that he was unable to get back with me sooner because he was traveling, but he needed to inform me that the fee structure that was quoted would be different than what was presented. My apologies for the lack of immediate feedback. I’m traveling this week in the UP. I understand the concern with the difference in cost between the standard and custom design. I did not present the custom pricing based on the conversations surrounding the $100k contribution goal Dr.
Oconomowoc Financial Planners Provider Name Locked
expressed. I do not want anyone to think that I purposely did not disclose the fees associated with the custom plan design. With that said, I have reached out to actuarial partner,
Oconomowoc Financial Planners Provider Name Locked
, Inc. to discuss the reasons surrounding fees and if there is anything we can do to accommodate Dr.
Oconomowoc Financial Planners Provider Name Locked
. Please see his email below and the attached marketing piece that discusses Standard v. Custom designs. I will follow up with a revised proposal that illustrates the $3000 set up and annuals of $4200. I hope the decision is to continue to partner with The Retirement Advantage and Great West. If I can be of further assistance or additional information is required, please do not hesitate to contact me directly.

Regards,

Oconomowoc Financial Planners Provider Name Locked


He attempted to explain that their actuarial partner,
Oconomowoc Financial Planners Provider Name Locked
set their fees differently for different types of plans. I had my office manager tell
Oconomowoc Financial Planners Provider Name Locked
to hold off on processing our plans through TRA until we had more clarity about what appeared to be a Bait and Switch. Then, in early December
Oconomowoc Financial Planners Provider Name Locked
notified me that since
Oconomowoc Financial Planners Provider Name Locked
would be calculating the actuary tables, they would also have to manage the funds within their own proprietary funds. That is, we would not be able to use Great West. Understand that the fees associated with
Oconomowoc Financial Planners Provider Name Locked
funds are exorbitant and the company is poorly rated. So, we would have to pay more to have the plan managed as well as pay more for each fund within the plan and endure much higher risks.

I would think that since the original contract is signed between a specific set of parties, and that one of those parties, namely Great West was disqualified by TRA, the original contract, dated November 3rd would be
Oconomowoc Financial Planners Provider Name Locked
and void.
Regardless, TRA sent me to collections to obtain $3,500 for their services even though they will not be handing any of my moneys.


- Michael F.
A

Rating
My husband was arrested for having drugs in the car with him. He was arrested and taken to the Van Nuys City Jail in the Valley. I called the Jail to find out what it took to get him out of jail before he had to go to work in the morning. When the jail employee told me the bail bond was $20,000 I almost cried. Then I did some research and called
Oconomowoc Financial Planners Provider Name Locked
across the street from the Van Nuys city jail. And a very kind bail agent was able to calm me down and walk me through the entire bail bonds process. She was patient and very understanding. She was able to inform me that just because the bail bonds is set at $20,000 does not mean that is my only option. The bondsmen told me that they would be able to get him out of jail within 4 hours, and he would make it to work. But in order to do that I would need to pay the bail bonds company 10% of the set bail. In my case the 10% fee was $2,000. I agreed to go ahead and start the application and get my husband out of this nasty jail house thanks to
Oconomowoc Financial Planners Provider Name Locked
agents.
- Gayane K.
A

Rating
It went well. He put me in a couple of different reputable financial products. I invested some with an annuity for long term goals and in a gas/oil product for my short term goals. I'm very pleased with his knowledge and ability to call back.
- Abraham O.
N

Rating
Oconomowoc Financial Planners Provider Name Locked
. (
Oconomowoc Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Oconomowoc Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Oconomowoc Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
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!
Oconomowoc Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.

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 Ste 1

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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