LifeWise Wealth Advisors - Champaign, Illinois

Introducing LifeWise Wealth Advisors

LifeWise Wealth Advisors is a premier financial planning company located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. With a commitment to providing personalized financial guidance, LifeWise Wealth Advisors has earned a reputation as a reliable and trustworthy partner for individuals and families seeking to secure their financial future.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services to help clients achieve their financial goals. This includes wealth accumulation, retirement planning, estate planning, and more.
• Investment Management: The company provides investment management services, helping clients create and manage investment portfolios tailored to their unique needs and risk tolerance.
• Retirement Planning: LifeWise Wealth Advisors assists clients in preparing for their retirement years by assessing their financial situation and developing strategies to ensure a comfortable and secure retirement.
• Estate Planning: The company's estate planning services help clients preserve and transfer their wealth to future generations through effective tax and wealth preservation strategies.

Location and Access

Located in Champaign, Illinois, LifeWise Wealth Advisors is easily accessible by car or public transportation. The company's address is 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. Clients can reach the office by phone at 217-351-8755. The company's website provides valuable resources and information, as well as the opportunity to schedule an appointment: lifewealthadvisors.com.

Featured Characteristics

• Wheelchair-accessible: LifeWise Wealth Advisors is committed to providing accessibility for all clients. The office features a wheelchair-accessible entrance, parking, seating, and restroom.
• Appointment Recommended: While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure the best possible service and attention.
• Free Parking Lot: Clients can enjoy free parking at the office, making it convenient and stress-free to attend their appointments.

Practical Information

LifeWise Wealth Advisors has received multiple positive reviews on Google My Business, with an impressive average rating of 5/5 stars. Clients praise the company's personalized approach, expertise, and dedication to helping them achieve their financial goals.

Positive Aspects from Reviews

"LifeWise Wealth Advisors has been an invaluable resource for our family. Their expertise and personalized service have helped us secure our financial future."

"I highly recommend LifeWise Wealth Advisors. They are professional, knowledgeable, and truly care about their clients."

"The team at LifeWise Wealth Advisors has been a game-changer for us. We feel confident and secure, knowing they are managing our investments."

In conclusion, LifeWise Wealth Advisors is a trusted and reputable financial planning company in Champaign, Illinois. With a commitment to providing personalized services, accessibility, and a welcoming environment, LifeWise Wealth Advisors is an excellent choice for those seeking to secure their financial future.

👍 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.