BBB Accredited Business Profile

CGO Wealth Management, LLC

CGO Wealth Management, LLC

(847) 964-9092

CGO Wealth Management, LLC

6 years in business

600 Central Ave STE 265
Highland Park, IL 60035-3257

BBB File Opened: 7/03/2012
Business Started: 10/18/2010
Business Started Locally: 10/18/2010
Type of Entity
Corporation
Business Management
  • Mr. Claude Ohanesian, Owner - CEO, President and Founder
  • Mr. Tom Cenar, Assistant Technical Annalyst
Contact Information
  • Principal: Mr. Claude Ohanesian, Owner - CEO, President and Founder
  • Mr. Tom Cenar, Assistant Technical Annalyst
Business Category
  • Investment Advisory Service
  • Insurance - Life
  • Insurance - Disability
  • Investment Securities
  • Pension & Profit Sharing Plans
  • Retirement Planning Service
  • Investment Management
  • NAICS: Investment Advice
  • Business Consultants
  • Consultant - Planning
  • Estate Planning & Management
  • Tax Return Preparation
  • College Savings Plans

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.

Number of Employees:  9

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Overview



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.


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

CGO Wealth Management, LLC

CGO Wealth Management, LLC

BBB ACCREDITED SINCE 8/01/2012

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