LifeWise Wealth Advisors - Champaign, Illinois

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LifeWise Wealth Advisors

Located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, LifeWise Wealth Advisors is a financial planning firm dedicated to helping individuals and families achieve their financial goals. With their expertise and personalized approach, they provide tailored solutions to meet each client's unique needs.

One of the key specialties of LifeWise Wealth Advisors is their focus on financial planning. They work closely with their clients to develop comprehensive financial plans that cover areas such as retirement planning, investment management, tax planning, and estate planning. Their goal is to help their clients make informed decisions and build a solid financial foundation for the future.

In addition to their financial planning services, LifeWise Wealth Advisors is committed to providing a comfortable and accessible environment for all clients. Their office features wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that everyone can access their services easily. Appointments are recommended to ensure personalized attention and the best possible experience.

With a strong focus on client satisfaction, LifeWise Wealth Advisors has earned a impressive reputation in the community. They have received 3 reviews on Google My Business, all of which are 5-star ratings, indicating a high level of customer satisfaction and trust in their services.

If you are looking for a reliable and dedicated financial planning firm, LifeWise Wealth Advisors is definitely worth considering. With their expertise, personalized approach, and commitment to accessibility, they are well-equipped to help you achieve your financial goals and secure your financial future.

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👍 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.