FSR Wealth Strategies - Elmhurst, Illinois

FSR Wealth Strategies Overview

FSR Wealth Strategies is a notable financial advisory firm located at 444 N York St, Elmhurst, IL 60126. For those seeking personalized financial guidance, FSR stands out with its commitment to providing high-quality services in financial planning and consulting. The firm can be reached at Phone: 09938200 or explored further through their official website fsrwealth.com. This digital platform offers a wealth of information and the convenience of online appointments, catering to clients' diverse needs.

Key Features and Services

• Financial Planning and Consulting: As specialists in these fields, FSR Wealth Strategies stands ready to assist clients in crafting tailored financial strategies.
• Inclusive Services: The firm offers both online and onsite services, ensuring accessibility for all clients. Language assistance is provided, making it easier for non-English speakers to receive expert advice.
• Accessibility: FSR Wealth Strategies is committed to inclusivity with a wheelchair accessible entrance, parking lot, restroom, and seating area. This ensures that everyone can benefit from their services without barriers.
• LGBTQ+ Friendly: The firm embraces diversity and is welcoming to the LGBTQ+ community, reflecting its commitment to equality and respect.
• Appointment System: Given the value of personalized service, the firm recommends scheduling appointments to ensure a thorough consultation.

Client Reviews and Average Opinion

Clients have left 9 reviews on Google My Business, giving FSR Wealth Strategies an average opinion of 4.1/5. These reviews highlight a consistent theme of satisfaction with the firm's expertise, personability, and reliability. One notable experience shared by a client states, "I've been working with FSR Wealth for about 6 months now and am totally pleased with the planning and execution they are providing for my retirement. The team's combination of being fiduciaries, personable, caring, responsive, and experienced has made all the difference for me." This feedback underscores the firm's dedication to building long-term trust and confidence in its clients' financial futures.

Getting Started with FSR Wealth Strategies

For potential clients, here’s what to consider when reaching out to FSR Wealth Strategies:

• Consider scheduling a online appointment to get a feel for the firm’s approach and expertise.
• Prepare any financial documents you wish to discuss, as this will help in crafting a personalized financial plan.
• Take advantage of the language assistance offered, ensuring that non-English speakers can fully benefit from the services.
• Given the firm's commitment to accessibility, clients with mobility issues can rest assured they will have a smooth experience.
• For those looking to meet in person, appointments are recommended to ensure a thorough and focused consultation.

Conclusion

FSR Wealth Strategies offers a comprehensive suite of financial planning and consulting services with a particular emphasis on building lasting trust and confidence with clients. Located conveniently in Elmhurst, IL, with accessibility considerations at the forefront, FSR is a firm worth considering for anyone looking to secure their financial future. With glowing reviews and a commitment to providing personalized, trustworthy advice, FSR Wealth Strategies stands as a beacon of reliability in the financial advisory sector. Clients are encouraged to explore their offerings further, possibly through an initial consultation, to see how FSR can tailor strategies to meet individual financial goals.

👍 Reviews of FSR Wealth Strategies

Douglas S.

5/5

Have been working with FSR Wealth for about 6 months now and am totally pleased with the planning and execution they are providing for my retirement. I've interviewed or used maybe a dozen different firms over the years and never felt really confident in them or cared for. The folks at FSR are fiduciaries that are personable, caring, responsive and experienced. I feel I have a great retirement income plan that I have confidence in with a group a people that I feel I can trust.

William E.

5/5

We have been worth FSR for 6+ years. They have been great. The team considers a tax strategy as you plan your portfolio and do a year-end tax discussion to see if any changes need to be made to minimize upcoming taxes. Their network off professionals also provides value add-ons like Medicare planning and economic forecasting.

Lauren D.

5/5

I recently had a consultation with Sean regarding reduction of my tax burden for retirement savings. He spent about an hour and a half with my mother and I, answered all of our questions, and determined that based on our current goals retaining their annual services wouldn't necessarily be beneficial. I was really impressed with his level of knowledge, and that he didn't attempt to sell us services that were not needed! Thank you!

Amber W.

1/5

Do not use this place! Bob made an error on my fiance' and my taxes in 2014. When you are paying a CPA $350 each to have returns done they should be correct. My Fidelity advisor and I called Bob to tell him what he needed to do for mine to be done correct and he ignored what we agreed to and did nothing. A CPA should understand Roth IRA's, but neither Bob nor his relative who is a financial advisor in this office gave me the correct advice and actually would have cost me more money had my Fidelity guy not taken care of me. Unfortunately I did have to pay my new CPA to correct his error. I did not trust Bob to touch my taxes any further even if he offered to do it for free. As if that is not bad enough, my fiance' went to Bob and asked him to correct the mistake he made on his taxes and he wanted $250 to make the correction. Are you kidding me? I have no idea how much he would have wanted to correct mine, but likely another $250. We already paid him $700 between the both of us. We paid him because he should be know more than us; so why are we telling the CPA what he did wrong? His response was I will fix it, but you are going to pay almost as much as you paid to have them done originally. So does he make these mistakes and purposefully not follow through on what he says so he can charge you to correct? This is unprofessional and unethical!

Richard P.

1/5

Near retirement, I directed them to take risk out of my portfolio. Scott told me he was putting my money in a fund that could not lose more than 4% in the worst scenario. He left my money in all stocks (unknown to me) and the value fell by 25% due to Covid. He did what he thought I should do, not what I asked for. Presume it was because he wouldn’t make anything for himself if he took my money out of stocks. Unethical and just wrong.

Brian S.

5/5

Have worked with FSR for years. Professional, awesome team and involved in the community. Always been happy with them.

jenny M.

5/5

Working with Josh and Scott, I am blown away by their knowledge and expertise. Highly recommend!

Brian T.

5/5

It's great working with Scott, Josh, and the team. Highly recommend!