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Wall Street Financial Group, Inc.
- Financial Services
- Bourbonnais, IL
About this business
Location details
1521 N Convent St Suite 800, Bourbonnais, IL, 60914, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We had been clients of a large national insurance company for many years. While they helped put us in a good retirement position, we really felt that tax planning and a long term vision were lacking. As we were in our late-50’s, we were hoping to find an advisor that would evaluate our current position and help fine tune our future. We were introduced to the Denver office of Rooted Wealth Advisors in 2023. They evaluated our existing portfolio and pointed out areas of improvement with lower risks and costs, but most importan... read more
Thank you Zach and your team for the Windy city Smokeout adventure!! Your team was spot on taking care of us to make sure we had a memorable experience! Great job!!
Thank you Zach and your team for the Windy city Smokeout adventure!! Your team was spot on taking care of us to make sure we had a memorable experience! Great job!!
Frequently asked questions about Wall Street Financial Group, Inc.
How is Wall Street Financial Group, Inc. rated?
Wall Street Financial Group, Inc. has a 4.9 star rating with 32 reviews.
When is Wall Street Financial Group, Inc. open?
Wall Street Financial Group, Inc. is open now. It will close at 5:00 p.m.
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