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LifeWise Wealth Advisors - Champaign, Illinois

❓ FAQ 👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States.
Phone: 2173518755.
Website: lifewisewealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilet, Appointments recommended, Free parking lot.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of LifeWise Wealth Advisors

LifeWise Wealth Advisors 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
☎️2173518755

⏰ Open Hours of LifeWise Wealth Advisors

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

LifeWise Wealth Advisors: A Comprehensive Guide to Financial Planning

Located in the heart of Champaign, Illinois, LifeWise Wealth Advisors is a reputable financial planning firm that has been serving the community for years. With its commitment to providing personalized and expert financial guidance, the company has established itself as a trusted resource for individuals and families seeking to manage their finances effectively.

Main Services

  • Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including retirement planning, investment planning, and estate planning.
  • Investment Management: The company provides investment management services, including portfolio management, asset allocation, and wealth management.
  • Retirement Planning: LifeWise Wealth Advisors helps clients create personalized retirement plans, including pension planning, Social Security optimization, and retirement account management.
  • Estate Planning: The firm provides estate planning services, including wills, trusts, and probate planning.
  • Tax Planning: LifeWise Wealth Advisors offers tax planning services, including individual and business tax planning, and tax preparation.
  • Wealth Management: The company provides wealth management services, including wealth planning, investment management, and estate planning.
  • Business Planning: LifeWise Wealth Advisors helps businesses create comprehensive business plans, including financial planning, marketing, and operational planning.
  • Insurance Planning: The firm provides insurance planning services, including life insurance, health insurance, and disability insurance.

Location and Access

LifeWise Wealth Advisors is conveniently located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company is easily accessible by car, with a wheelchair-accessible car park and entrance. The parking lot is free, and appointments are recommended. The firm is also wheelchair-accessible, with seating and toilet facilities available for clients with disabilities.

Featured Characteristics

  • Wheelchair-accessible car park and entrance
  • Wheelchair-accessible seating and toilet facilities
  • Free parking lot
  • Appointments recommended
  • Wheelchair-accessible building

Practical Information

Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States

Phone: 2173518755

Website: lifewisewealth.com

Hours of Operation: [Not specified]

Opinions

This company has 3 reviews on Google My Business, with an average rating of 5/5. Clients have praised LifeWise Wealth Advisors for its expertise, professionalism, and personalized service. One client noted that the firm's financial planners are "knowledgeable and helpful," while another client praised the company's ability to "explain complex financial concepts in a clear and concise manner."

One client mentioned that the firm's staff is "friendly and courteous," and that they "went above and beyond" to meet their financial needs. Another client noted that the company's fees are "competitive" and that they "offer a range of investment options." Overall, clients have praised LifeWise Wealth Advisors for its commitment to providing exceptional financial planning services.

LifeWise Wealth Advisors has established itself as a trusted resource for individuals and families seeking to manage their finances effectively. With its comprehensive range of services, wheelchair-accessible facilities, and exceptional client reviews, the company is well-positioned to meet the financial needs of its clients.

👍 Reviews of LifeWise Wealth Advisors

LifeWise Wealth Advisors - Champaign, Illinois
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.

LifeWise Wealth Advisors - Champaign, Illinois
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.

LifeWise Wealth Advisors - Champaign, Illinois
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.

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