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Business Profile

Investment Advisory Services

CGO Wealth Management, LLC

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Investment Advisory Services.

Visit Website(847) 964-9092

About

This business has 1 alert

Overview

CGO Wealth Management, LLC

600 Central Ave Ste 200

Highland Park, IL 60035-3256

BBB Accreditation & Rating

CGO Wealth Management, LLC is NOT a BBB Accredited Business.

To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

Why choose a BBB Accredited Business?

BBB Rating

Not Rated

Reasons for rating

  • This business has no rating because it is out of business.
How are BBB ratings calculated?

About This Business

CGO Wealth Management is a financial planning and investment firm. 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. The company's website includes updated information on the stock market, with calculators for various investment decisions and portfolios.

Products and 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. 

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
7/3/2012
Business Started:
10/18/2010
Business Started Locally:
10/18/2010
Business Incorporated:
10/18/2010
Type of Entity:
Limited Liability Company (LLC)

Additional Contact Information

Fax numbers
Primary Fax: (847) 964-9096
Social Media

Licensing information

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.

Additional Information

Other Resources
Financial Industry Regulatory Authority

Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
http://www.idfpr.com/doi
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Investment Advisory Services, Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Investment Management, Estate Planning and Management, Long Term Care Insurance, Disability Insurance, Pension and Profit Sharing Plans, College Savings Plans, Wealth Management

More Resources

BBB Reports On: Known Marketplace PracticesOverview of Ratings

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