Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
Find local businesses
Share
Business Profile

Insurance Services Office

O'Connor Wealth Management
BBB Accredited BusinessA+Rated by BBB
Visit Website(630) 947-6055Write a Review

About

Overview

O'Connor Wealth Management

1230 E Diehl Rd Ste 100

Naperville, IL 60563-9353

View Service Area

BBB Accreditation & Rating

O'Connor Wealth Management is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

Why choose a BBB Accredited Business?

Join Trusted Businesses

Become BBB Accredited

About This Business

O'Connor Wealth Management provides financial planning services, including income planning, insurance solutions, life insurance, long term care planning, and retirement strategy. The company assists clients with asset allocation, risk management, tax strategies, and social security planning.

BBB Accredited Since: 6/1/2004

Years in Business: 37

Products and Services

Asset Allocation, Asset Maximization, Income Planning, Insurance Solutions, Life Insurance, Long Term Care, Managed Money, Retirement Strategy, Social Security, Tax Strategies, Workshops

Business Details

Local BBB:
BBB of Chicago & Northern Illinois
BBB File Opened:
6/4/2004
Business Started:
6/1/1989
Business Started Locally:
6/1/1989
Business Incorporated:
12/4/1992
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. John O'Connor, Founder/CEO

Additional Contact Information

Principal Contacts
Mr. John O'Connor, Founder/CEO
Customer Contacts
Mr. John O'Connor, Founder/CEO
Fax numbers
Primary Fax: (630) 857-3235
Additional Phone Numbers
Other Phone: (630) 947-6055
Social Media

Additional Information

Other Resources
Illinois Department of Insurance
100 W. Randolph St. Suite 9-301
Chicago IL 60601
Phone Number: (312) 814-2420
https://idoi.illinois.gov/
Securities & Exchange Commission
175 West Jackson Blvd.
Chicago IL 60604
Phone Number: (312) 353-7390
http://www.sec.gov
[email protected]
Business Categories
Insurance Services Office, Financial Services, Retirement Planning Services, Wealth Management, Fee Only Financial Advisor

BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.

When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.