Wealth Wise Financial & Tax Advisory - Buffalo Grove, Illinois

Wealth Wise Financial & Tax Advisory is a reputable and professional financial firm located at 1130 W Lake Cook Rd Ste 230, Buffalo Grove, IL 60089, United States. The company can be contacted by phone at 847-499-3342 or through their website at wealthwisefi.com. Specializing in financial advising, Wealth Wise Financial & Tax Advisory offers expert guidance to help clients make informed decisions about their financial future.

Some notable features of Wealth Wise Financial & Tax Advisory include:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet

This company has received 1 review on Google My Business, with an impressive average opinion rating of 5/5. This high rating demonstrates the trust and satisfaction clients have in Wealth Wise Financial & Tax Advisory's services.

👍 Reviews of Wealth Wise Financial & Tax Advisory

Vin G.

5/5

I started working with Pete in 2017 after attending his seminar on strategies to minimize taxes.
Pete’s knowledge of investing combined with in-house tax preparation by an enrolled agent is the best combination to keep your hard earned money. Also, Investment options/decisions are expedited when tax information is at Pete’s fingertips.

After retiring a few years ago we have worked to optimize income from an inherited IRA while minimizing the taxes and IRMAA surcharges for Medicare premiums.

He is a wealth of knowledge and always willing to take the time to explain the subject matter. I look forward to meeting with Pete to discuss both financial planning and our personal lives.

Vince