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BBB Accredited Business since 08/01/2012

CGO Wealth Management, LLC

Phone: (847) 964-9092Fax: (847) 964-9096View Additional Phone Numbers2610 Lake Cook Rd #190b, RiverwoodsIL 60015 Send email to CGO Wealth Management, LLC

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Description

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.

BBB Accreditation

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 16 factors. Get the details about the factors considered.

Factors that lowered CGO Wealth Management, LLC's rating include:

  • Length of time business has been operating.

Factors that raised CGO Wealth Management, LLC's rating include:

  • No complaints filed with BBB.
  • BBB has sufficient background information on this business.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Additional Information

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BBB file opened: 07/03/2012Business started: 10/18/2010
Licensing

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

Corporation

Incorporated: October 2010, IL

Contact Information
Principal: 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)
Business Category

Investment Advisory Service, College Savings Plans, Tax Return Preparation, Estate Planning & Management, Consultant - Planning, Business Consultants, Investment Management, Retirement Planning Service, Pension & Profit Sharing Plans, Investment Securities, Investment Opportunities & Plans, Insurance - Disability, Insurance - Life

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