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BBB Accredited Business since

CGO Wealth Management, LLC

Phone: (847) 964-9092 Fax: (847) 964-9096 View Additional Phone Numbers 600 Central Ave STE 265, Highland Park, IL 60035 View Additional Email Addresses http://www.cgowealth.com


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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

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 affect the rating for CGO Wealth Management, LLC 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 CGO Wealth Management, LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: July 03, 2012 Business started: 10/18/2010 in IL Business started locally: 10/18/2010 Business incorporated 10/18/2010 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:

Financial Industry Regulatory Authority

Type of Entity

Corporation

Business Management
Mr. Claude Ohanesian, Owner - CEO, President and Founder Mr. Tom Cenar, Assistant Technical Annalyst Ms. Angie Latona, Adminastrative Assistant Ms. Stacy Zbaraz, Office Manager - Client Services
Contact Information
Principal: Mr. Claude Ohanesian, Owner - CEO, President and Founder
Business Category

Investment Advisory Service Investment Opportunities & Plans Investment Securities Pension & Profit Sharing Plans Retirement Planning Service Investment Management Business Consultants Consultant - Planning Estate Planning & Management Tax Return Preparation College Savings Plans Insurance - Life Insurance - Disability Investment Advice (NAICS: 523930)


Additional Locations

  • 600 Central Ave STE 265

    Highland Park, IL 60035

X

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.
Details

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.

Customer Review(s)

The customer review(s) below are un-filtered. These positive and negative reviews are not used in the calculation of the BBB Rating. If you wish to file a complaint and request a resolution to your issue please click here. This customer review section is not BBBs complaint resolution system. Customer Reviews are the subjective opinion of the individual who posted the review and not of Better Business Bureau. A customer review is not posted on a business if a BBB complaint on the same issue(s) is also filed. BBB cannot guarantee the accuracy of any customer review and is not responsible for the content of any customer review. Public comments are not customer reviews.

Customer Reviews Summary

0 Customer Reviews on CGO Wealth Management, LLC
Positive Experience (0 reviews)
Neutral Experience (0 reviews)
Negative Experience (0 reviews)