Heights Wealth Management - Peoria Heights, Illinois

Okay, here’s a comprehensive overview of Heights Wealth Management, designed to be a helpful resource for potential clients:

Heights Wealth Management: A Trusted Financial Partner

Heights Wealth Management is a distinguished financial planning firm dedicated to providing comprehensive and personalized financial guidance. Located in Peoria Heights, Illinois, the firm operates from its address at 4810 N Prospect Rd, Peoria Heights, IL 61616, United States. Clients can easily reach them by phone at 3095012274, or explore their services and resources further on their website: heightswealth.com.

Specialties and Services

The firm specializes in financial planning, offering a holistic approach to managing client assets and achieving their long-term financial goals. They don’t just offer generic advice; instead, they focus on understanding each client’s unique circumstances, risk tolerance, and aspirations. Their services likely encompass retirement planning, investment management, estate planning considerations, and potentially insurance strategies – though a full scope of offerings should be confirmed directly with the firm. A key element of their approach appears to be building strong, trusting relationships with their clients.

Location and Accessibility

The convenient location in Peoria Heights allows for easy access for clients in the surrounding area. Furthermore, Heights Wealth Management demonstrates a commitment to inclusivity by offering wheelchair-accessible car parks, entrances, and toilets. Online appointments are available, providing flexibility for clients who prefer virtual consultations. The firm also provides on-site services, allowing for face-to-face meetings and a more traditional approach to client engagement. It’s generally recommended to schedule appointments in advance to ensure availability.

Client Feedback and Reputation

Heights Wealth Management has garnered a strong positive reputation within its client base, as reflected by 11 reviews on Google My Business, with an impressive average opinion of 5/5. This indicates a consistently high level of client satisfaction and a commitment to delivering exceptional service. The overwhelmingly positive feedback highlights the firm’s expertise, trustworthiness, and dedication to helping clients achieve their financial objectives. The emphasis on long-term relationships and personalized advice seems to be a recurring theme in the testimonials.

Key Features Summary

| Feature | Description |
|--------------------|-------------------------------------------|
| Specialty | Financial Planning |
| Location | 4810 N Prospect Rd, Peoria Heights, IL 61616 |
| Phone | 309-501-2274 |
| Website | www.heightswealth.com |
| Accessibility | Wheelchair Accessible |
| Appointment | Recommended |

Concluding Recommendation

Based on the available information and the overwhelmingly positive feedback received, Heights Wealth Management appears to be an excellent choice for individuals and families seeking experienced and reliable financial guidance. The firm’s dedication to accessibility, combined with its commitment to personalized service and demonstrable expertise, positions it as a valuable partner in achieving financial security. We strongly encourage anyone considering a financial advisor to visit the firm’s website at heightswealth.com to learn more and schedule a consultation. It’s clear that Jon and his team are passionate about helping clients build a secure and prosperous future.

👍 Reviews of Heights Wealth Management

Christopher ?. S. B. S.

5/5

Highly Recommended! For more than a decade, Jon has been my trusted finical advisor. His knowledge and expertise is unmatched. I have referred family and friends to Jon with total confidence in his ability to provide the highest quality financial advise.

Curt M.

5/5

Jon has been my financial advisor for many years. I’m very happy with the advice he has provided. With his guidance, my wife and I have established a retirement plan we are very confident in. I highly recommend Heights Wealth Management!

Robert A.

5/5

Jon has been a great resource of knowledge when it comes retirement planning and family financial decisions. His expertise has helped guide me through decisions that most people don’t think about until it’s too late. Awesome person to have in your corner!

Jenna A.

5/5

Super knowledgeable, professional, and dedicated are just a few words that describe Heights Wealth Management! Contact them today!!!!!!!

Tim C.

5/5

Highly recommend and very reputable!

Cindy A.

5/5

Jason A.

5/5

Jonathan H.

5/5