BBB Accredited Business since 08/01/2012
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CGO Wealth Management is a financial planning and investment firm with an office in Riverwoods, Illinois. They serve all counties of northern Illinois, with a few virtual clients, specializing in full-service financial products. CGO's team of financial experts provide independent financial advice as well as customized portfolio arrangements to help companies and individuals resolve complicated financial issues, such as retirement, estate planning and tax remediation. President, founder, and CEO Claude Ohanesian managed $275 million in funds for Smith Barney during his 28 years with the company and serves as the president of the Fatherhood Educational Institute.
This investment company assists their customers in several areas of investment and wealth management, including bonds, Individual Retirement Accounts (IRA), treasury notes and bills, government securities, and variable annuity, which is a contract with an insurance company for a set amount of time which affords the holder a minimum payout at the end of the contract period. Their financial planning services include help planning for retirement, college savings, and understanding the differences between 401(k)s and 403(k)s. CGO Wealth Management also provides disability income insurance, life insurance, and long term care insurance, and explains to their customers the benefits and important elements of each type of insurance.
The company works with tax preparers to explain complicated tax questions to their customers, and their website includes comprehensive information regarding tax deductions, benefits, and requirements for both businesses and individuals, as well as updated information on the stock market, and calculators for various investment decisions and portfolios.
Visit the website for GCO Wealth Management to learn about their staff and company, read their informative articles on the intricacies of taxes and investments, and request information or get an insurance quote.
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A BBB Accredited Business since 08/01/2012
BBB has determined that CGO Wealth Management, LLC 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 raised CGO Wealth Management, LLC's rating include:
- Length of time business has been operating.
- No complaints filed with BBB.
Customer Complaints Summary
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Licensing, Bonding or Registration
This company is in an industry that may require licensing, bonding or registration in order to lawfully do business. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Type of Entity
Incorporated: October 2010, IL
Contact InformationPrincipal: Mr. Claude Ohanesian (Owner - CEO, President and Founder)Customer Contact: Stacy Zbaraz (Office Manager - Client Services) Tom Cenar (Assistant Technical Annalyst) Angie Latona (Adminastrative Assistant)
Investment Advisory Service, Consultant - Planning, Investment Securities, Pension & Profit Sharing Plans, Tax Return Preparation, Insurance - Disability, Insurance - Life, College Savings Plans, Retirement Planning Service, Estate Planning & Management, Investment Opportunities & Plans, Investment Management, Business Consultants