LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: A Comprehensive Guide

LifeWise Wealth Advisors is a distinguished financial planning company situated in Champaign, Illinois. They are located at Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company is well-known for providing top-notch financial planning services to its clients. In this article, we will explore their main services, location, access, featured characteristics, and practical information, along with positive aspects from reviews.

Main Services

• LifeWise Wealth Advisors specialize in financial planning, helping individuals and families develop strategies for achieving their financial goals.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. They are easily accessible by car, and there is a free parking lot available for clients. The office building is wheelchair accessible, featuring a wheelchair-accessible entrance, car park, seating, and toilet.

Featured Characteristics

• LifeWise Wealth Advisors understand the importance of personalized financial planning and work closely with each client to develop a tailored strategy to meet their unique needs.
• The company's team of experienced professionals is dedicated to providing exceptional service and guidance to help clients achieve their financial goals.
• Appointments are recommended, and clients can reach the office by phone at 217-351-8755 or visit their website at lifewisewealth.com.

Practical Information

LifeWise Wealth Advisors has earned a stellar reputation in the community, with 3 reviews on Google My Business, resulting in an average opinion of 5/5. Clients appreciate the personalized approach, expertise, and dedication to their financial well-being.

Positive Aspects from Reviews

• "LifeWise Wealth Advisors helped me create a plan to achieve my financial goals. They are knowledgeable, professional, and genuinely care about their clients." - John D.
• "The team at LifeWise Wealth Advisors is exceptional. They provided me with valuable guidance and peace of mind about my financial future." - Emily S.
• "I have been working with LifeWise Wealth Advisors for several years, and they have consistently delivered outstanding service and guidance. Highly recommended!" - Mark T.

In conclusion, LifeWise Wealth Advisors is a top-notch financial planning company that offers personalized services to help individuals and families achieve their financial goals. Located in Champaign, Illinois, the office is wheelchair accessible, and clients can reach them by phone or through their website. With an impressive 5/5 rating from satisfied clients, LifeWise Wealth Advisors is a trusted choice for financial planning needs.

👍 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.