VIE Wealth Management - Mokena, Illinois

VIE Wealth Management

VIE Wealth Management is a reputable financial advisory firm located at 19070 Everett Blvd Suite 207, Mokena, IL 60448. With a phone number of 083907660, and a website at viewealthmanagement.com, this company specializes in providing expert financial advice.Specialties: Financial advisor.

VIE Wealth Management is owned by a woman and offers wheelchair accessible entrance and parking lot, making it an inclusive business. They have received positive feedback with an average rating of 5/5 based on 6 reviews on Google My Business.

Key Features:

• Women-owned business
• Wheelchair accessible
• Financial advisory services

Location Details:

• Address: 19070 Everett Blvd Suite 207, Mokena, IL 60448
• Phone: 083907660
• Website: viewealthmanagement.com

Testimonials:

VIE Wealth Management has garnered a strong reputation among its clients, with an impressive average rating of 5 stars from 6 reviews on Google My Business. This indicates a high level of satisfaction with their services and commitment to client needs.

👍 Reviews of VIE Wealth Management

Andrew C.

5/5

Katie is an exceptional financial advisor who consistently goes above and beyond for her clients. Her expertise in financial planning is evident in her ability to craft personalized strategies that align with each client's unique goals and circumstances. Katie's dedication to her clients' financial well-being is unmatched, as she takes the time to thoroughly understand their needs and concerns before providing thoughtful guidance. Her professionalism and integrity shine through in every interaction, instilling trust and confidence in her clients. With Katie's guidance, navigating complex financial decisions becomes not only manageable but also empowering. I wholeheartedly recommend Katie to anyone seeking expert financial advice and support.

Chris S.

5/5

I have worked with Katie for several years now. My portfolio is complex, Katie keeps all of it under control while maximizing or redirecting to achieve my needs. Katie will listen and awnser any questions you have. After working with Katie for several years now your honesty has gone from a business partnership to a trusted friendship and resource that I can count on to keep me accountable. There is nobody better to help with your financial needs.

Kyle R.

5/5

Katie is not only a phenomenal financial advisor but also an amazing person! I was someone who was very unsure of where to start and how to take care of my financial future. Katie helped me not only understand what we are doing with my finances but also why we are doing it.

Jenny L.

5/5

Katie helps me feel secure in all my financial choices that come with every stage of life, both personal and professional. She has always been my compass in understanding the intricacies of financial planning for the years to come.

Barb W.

5/5

Katie is very knowledgeable with finances. She has helped me out financially a great deal. She is available to answer any questions you may have. I totally recommend her.

Patty F.

5/5

Katie is extremely knowledgeable and puts your financial needs into the best investments that will meet your goals. I highly recommend her. Always there for you!