Wealth Financial Services & Tax Advisory - Buffalo Grove, Illinois

Address: 600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089.
Phone: 74993454.
Website: wfsta.com
Specialties: Financial planner, Estate planning attorney, Health insurance agency, Investment service, Life insurance agency, Tax preparation.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 85 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory 600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089

☎️74993454

⏰ Open Hours of Wealth Financial Services & Tax Advisory

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

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Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory is a leading financial services company located at 600 N Buffalo Grove Rd Suite 100, Buffalo Grove, IL 60089. With a strong focus on providing comprehensive financial planning, estate planning, health insurance, investments, life insurance, and tax preparation services, they have earned a stellar reputation among their clients.

The company's dedicated team of experienced professionals, including financial planners and estate planning attorneys, work closely with clients to develop personalized financial strategies tailored to their unique needs and goals. With a commitment to exceptional customer service and a deep understanding of the financial landscape, Wealth Financial Services & Tax Advisory has become a trusted partner for individuals and businesses alike.

In addition to their impressive array of services, Wealth Financial Services & Tax Advisory offers several convenient features for their clients. Online appointments, onsite services, and wheelchair accessibility are just a few of the ways they strive to make the financial planning process as seamless and comfortable as possible. With an average opinion rating of 4.8 out of 5 stars based on 85 reviews on Google My Business, it's clear that Wealth Financial Services & Tax Advisory consistently delivers top-notch service and results.

Specialties:

Financial planner
Estate planning attorney
Health insurance agency
Investment service
Life insurance agency
Tax preparation

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👍 Reviews of Wealth Financial Services & Tax Advisory

Wealth Financial Services & Tax Advisory - Buffalo Grove, Illinois

John W.

5/5

Wealth Financial is an outstanding place to go to with any questions regarding retirement and or taxes. We had a gentleman Tommy Wolek help us out with transferring funds from one retirement account to another, and he also set us up with a new revised annuity. I would suggest anyone calling Wealth financial for any questions and support for any of their financial needs. They truly care about their clients! Thanks Tommy for all the hard work that you do to make Wealth’s clients happy. We will continue to call on you for further advice! Thanks again for a wonderful experience!

becky G.

5/5

Fantastic Medicare experience. Ethan is easy to talk to, clear and very receptive to questions. Highly recommend him as a fantastic resource for Medicare and Medicare Advantage plans.

Chris D.

5/5

I have been part of the WFS family for the better part of 5 years. I feel that when I reflect on that time it has been one of the best decisions I have made in my life.

The level of professionalism and engagement by the entire staff with a focus on my and my family's financial future has been invaluable. The tools that they have invested in to assist in visualizing and tracking finances are bar none!

WFS has always engaged me with potential opportunities for investments and have taken the worry out of spending copious amount of time monitoring my financial well being. They are truly a partner, and I'm very grateful for that partnership.

With no reservations, I would highly recommend them to be part of your financial team.

I look forward to a continued partnership for myself and my wife and also for my family as they become of age to begin their own financial journey.

Great Job Team WFS!

Dan H.

5/5

Based on my parents' experience with Wealth Financial, I highly recommend them. Andrea and the team have been fantastic. I thank them for spending time with, and truly caring about my parents' (financial and personal) well-being!

Joey P.

5/5

I am dedicating this moment to personally write a review in behalf of Jordan and the WFSTA team. From the very moment I stepped in, they made me feel at home! Whether it was a Monday morning or even on the weekend, Jordan and his team were there to answer all my questions in a clear and concise way.

As a result of this high-class operation, that treated me not like a number, but as a person, I happily invested into their brand manifesto. May this message serve as both as an awareness and appreciation for what Jordan and his team are doing for the community!

Mark A.

5/5

WFSTA have been everything we could have hoped for, and more, as a source of financial advice for our family. They are dedicated to listening to the client's dreams, and hesitations, and then providing a gamut of options - with carefully tailored recommendations - but with absolutely none of the 'pressure tactics' we experienced with other businesses. All the members of the team appear to be committed to providing the best service possible, and always with a friendly face. I cannot recommend them highly enough.

Ilana A.

5/5

Ethan Dickerson at Wealth Financial Services & Tax Advisors in Buffalo Grove, IL was indispensable to us for getting set up properly with Medicare and choosing plans. He is a patient and diligent advisor. I highly recommend him to others, especially for those navigating Medicare for the first time.

Cindy P.

5/5

Had my financial review with Austin and walked away very impressed. He gave me some great ideas to improve my portfolio, and he took the time to understand my personal needs for now and in the future. He is very knowledgeable in his field. If you are looking for a financial advisor, I would recommend Austin and Wealth Financial Services.