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BBB Accredited Business since

Goehl Financial Services, Inc.

Phone: (630) 262-5564 Fax: (630) 262-5562 399 Williamsburg Ave, Geneva, IL 60134

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Goehl Financial Services, Inc. is a retirement planning company which assists individuals in saving for their retirement so that they can invest wisely and protect their assets from the fluctuations of the market. Located in Geneva, IL, this company serves the western suburbs of Chicago, including Carol Stream, Batavia, Lisle, Campton Hills, St Charles, North Aurora, Aurora, Wayne, Elgin, South Elgin, Naperville, Wheaton, Glen Ellyn, Bloomingdale, Downers Grove, Winfield, Elburn, Roselle, Medinah, Bartlett, Schaumburg, Glendale Heights, Warrenville, Lombard, and Villa Park. The company has been in business since 1978 and is headed by Stephen J Goehl, who has been in the financial services industry for over 34 years. Goehl has earned both the Chartered Life Underwriter degree and the Chartered Financial Consultant degree from the American College in Bryn Mawr, Pennsylvania, as well as a business degree from Northern Illinois University.

This company assists individuals in planning their retirement and protecting their assets from risk. Goehl Financial Services provides free consultations for individuals and creates a customized plan that looks at an individual's assets and determines the best way for them to invest their money safely and wisely so that they will have enough money to achieve their financial goals and have a comfortable retirement. The website for Goehl Financial Services also provides information about retirement investment and hosts free webinars to help individuals manage their finances and avoid financial pitfalls that are associated with retirement planning.

Visit the website for Goehl Financial Services to learn more about this company, browse their articles about retirement planning, and schedule a free retirement consultation.

BBB Accreditation

A BBB Accredited Business since

BBB has determined that Goehl Financial Services, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Goehl Financial Services, Inc. include:

  • Length of time business has been operating
  • No complaints filed with BBB

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Goehl Financial Services, Inc.
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: July 13, 2005 Business started: 02/25/1978 in IL Business started locally: 02/25/1978 Business incorporated 03/27/2000 in IL
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301, Chicago IL 60601
Phone Number: (312) 814-2420

Type of Entity


Business Management
Mr. Stephen Goehl, President
Contact Information
Principal: Mr. Stephen Goehl, President
Business Category

Financial Services Financing Consultants Taxes - Consultants & Representatives Financing Retirement Planning Service Investment Advice (NAICS: 523930)

Alternate Business Names
Goehl Financial Services, Inc.

BBB Customer Review Rating plus BBB Rating Overview

BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.