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
Fax Numbers
  • (847) 964-9096
Additional Phone Numbers
  • (847) 275-9996
Additional Email Addresses
  • claude@cgowealth.com
  • stacy@cgowealth.com
BBB File Opened: 07/03/2012
Business Started: 10/18/2010
Business Started Locally: 10/18/2010
Business Incorporated: 10/18/2010 in IL
Type of Entity
Corporation
Business Management
  • 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

Products & Services
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. 
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.

CGO Wealth Management, LLC

CGO Wealth Management, LLC

BBB ACCREDITED SINCE 08/01/2012

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