LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance in Champaign, IL

LifeWise Wealth Advisors is a reputable financial planning firm located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. With a strong commitment to providing personalized financial guidance, the company has established itself as a trusted resource for individuals and families seeking expert advice on various financial matters.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including creating customized financial plans, investment management, and retirement planning.
• Investment Management: The company provides investment management services, including portfolio management, asset allocation, and wealth transfer planning.
• Retirement Planning: LifeWise Wealth Advisors helps clients create tailored retirement plans, including retirement account management, pension planning, and Social Security optimization.
• Tax Planning: The company provides tax planning services, including tax return preparation, tax planning, and tax optimization.
• Wealth Management: LifeWise Wealth Advisors offers wealth management services, including wealth transfer planning, estate planning, and family office services.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company's address is easily accessible by car, with ample parking available in the nearby parking lot. The building is wheelchair-accessible, with a wheelchair-accessible entrance, car park, seating, and toilet. Appointments are recommended, and the company is open to accommodate clients with disabilities.

Featured Characteristics

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Free parking lot
• Phone: 217-351-8755
• Website: lifewisewealth.com

Practical Information

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
• Phone: 217-351-8755
• Website: lifewisewealth.com
• Email: Not available
• Hours of Operation: Monday - Friday, 9:00 AM - 5:00 PM
• Appointments Recommended

Opinions and Reviews

LifeWise Wealth Advisors has received overwhelmingly positive reviews from clients. With a 5-star rating on Google My Business, the company has established itself as a trusted and reliable financial planning firm. Reviewers have praised the company's expertise, professionalism, and personalized service. One reviewer stated, "LifeWise Wealth Advisors has been an invaluable resource for our family. Their guidance has helped us make informed financial decisions and achieve our goals." Another reviewer noted, "The team at LifeWise Wealth Advisors is knowledgeable, responsive, and genuinely care about their clients' well-being." With a strong commitment to providing exceptional service, LifeWise Wealth Advisors has earned a reputation as a leading financial planning firm in Champaign, IL.

👍 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.