LifeWise Wealth Advisors - Champaign, Illinois

Introduction

LifeWise Wealth Advisors is a reputable financial planning firm located in Champaign, Illinois. With its extensive experience in providing expert financial guidance, the company has established itself as a trusted advisor for individuals and families seeking to manage their wealth effectively. In this article, we will delve into the services offered by LifeWise Wealth Advisors, its location and access, and its unique characteristics.

Main Services

• Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including retirement planning, investment management, and estate planning. The company's team of experienced financial planners will work closely with clients to create a personalized financial plan that meets their unique needs and goals.
• Investment Management: The company provides investment management services, including portfolio management, asset allocation, and risk management. LifeWise Wealth Advisors' team of investment professionals will work to optimize clients' investment portfolios and ensure they are aligned with their financial goals and risk tolerance.
• Retirement Planning: LifeWise Wealth Advisors helps clients plan for retirement by creating customized retirement plans that take into account their income needs, expenses, and investment goals. The company's team of retirement planning experts will work to ensure clients have a secure and sustainable retirement.
• Estate Planning: The company offers estate planning services, including wills, trusts, and power of attorney. LifeWise Wealth Advisors' team of estate planning attorneys will work to ensure clients' wishes are carried out and their assets are distributed according to their plans.

Location and Access

LifeWise Wealth Advisors is located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States. The company is easily accessible by car, with ample parking available on site. The nearest public transportation option is the Champaign-Urbana Mass Transit District, which provides bus service to the area.

• Address: 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States
• Phone: 217-351-8755
• Website: lifewisewealth.com
• Wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, wheelchair-accessible toilet, toilet, appointments recommended, free parking lot

Featured Characteristics

LifeWise Wealth Advisors is known for its exceptional customer service, expert financial guidance, and commitment to building long-term relationships with clients. The company's team of experienced financial professionals is dedicated to providing personalized attention and tailored solutions to meet each client's unique needs and goals.

Practical Information

• Business Hours: Monday - Friday, 9am - 5pm
• Contact Methods: Phone, email, and in-person appointments
• Payment Methods: Check, credit card, and online payment options

Opinions

LifeWise Wealth Advisors has 3 reviews on Google My Business, with an average rating of 5/5. Clients praise the company's expertise, professionalism, and customer service. Some reviewers have noted the company's ability to provide personalized financial guidance and tailored solutions to meet their unique needs and goals.

👍 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.