LifeWise Wealth Advisors - Champaign, Illinois

Introducing LifeWise Wealth Advisors

LifeWise Wealth Advisors is a reputable financial planning firm located in Champaign, Illinois. They are dedicated to providing their clients with personalized and comprehensive financial planning services. With a team of experienced and knowledgeable financial advisors, LifeWise Wealth Advisors helps individuals and families achieve their financial goals and secure their financial future.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning.
• Investment Management: They help clients create and manage investment portfolios tailored to their unique needs and risk tolerances.
• Retirement Planning: LifeWise Wealth Advisors assists clients in planning for a secure and financially stable retirement.
• Tax Planning: They provide clients with strategies to minimize their tax liability and maximize their tax benefits.
• Estate Planning: LifeWise Wealth Advisors helps clients create a comprehensive estate plan to protect their assets and provide for their loved ones.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The office is easily accessible by car and provides ample parking facilities for clients. In addition, the office is equipped with wheelchair-accessible entrance, seating, and toilet facilities, ensuring that it is accessible to all clients.

Featured Characteristics

• Wheelchair-accessible: LifeWise Wealth Advisors makes it a priority to ensure that their office is accessible to all clients, including those with mobility challenges.
• Free Parking Lot: Clients can enjoy free parking facilities at the office, making it convenient to attend appointments without worrying about additional parking costs.
• Appointments Recommended: While walk-ins are accepted, LifeWise Wealth Advisors highly recommends clients to schedule an appointment beforehand to ensure the best possible service and attention.

Practical Information

To contact LifeWise Wealth Advisors, clients can call the office at Phone: 217-351-8755 or visit their website at lifewisewealth.com. The firm has a strong presence on Google My Business, with an average rating of 5/5 based on 3 reviews.

Positive Aspects from Reviews

According to the opinions shared by clients on Google My Business, LifeWise Wealth Advisors has consistently received positive feedback for their exceptional services, professionalism, and dedication to their clients' financial success. Clients have praised the firm's personalized approach, knowledgeable advisors, and commitment to helping them achieve their financial goals.

In conclusion, LifeWise Wealth Advisors is a reputable financial planning firm that provides comprehensive services to help clients achieve their financial goals. With a convenient location, wheelchair-accessible facilities, and a team of experienced financial advisors, the firm is dedicated to ensuring its clients' financial success and well-being. For those seeking a financial planner, LifeWise Wealth Advisors is definitely worth considering.

👍 Reviews of LifeWise Wealth Advisors

Jay J.

5/5

Honestly if there was a way to give 10/5 stars I would in a heartbeat. I spoke to John M the financial advisor/ professional. After speaking through my goals and life experiences he gave me a very honest very throughout explanation throughout our speaking. Not only did he wait until I got off work and stayed late to speak to me, but he didn’t push me out or make me feel rushed. he spoke to me with professionalism and respect for my opinions as well. He even advised that in my situation I didn’t need his services and didn’t want me to spend my hard earned money on something he didn’t feel was worth it for me.

I left with a sense of accomplishment and shock from how kind, genuine, and overall helpful John was for me. I couldn’t have asked for a better experience from ANY business in Champaign Urbana. Thank you so much John and lifewise. Whatever you’re doing keep doing it. I can’t thank you enough.

Josh M.

5/5

Excellent team. Great wealth of knowledge, would encourage everyone who wants to retire to have a good plan based on a solid foundation. They have the know how to adapt plans to each person's individual scenario. Thanks for the assistance.

Hall H.

5/5

Very professional and knowledgeable. They were very helpful in helping me understanding the various investment options and helped me choose the best plan for both short and long term goals.