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Wealth Financial Services & Tax Advisory
- Financial Services
- Buffalo Grove, IL
About this business
Financial Services & Tax preparation for $149 for those 55 and over. It's not what you make, it's what you keep. Learn how to get in the 0% tax bracket. Become a part of our Financial Family.
Location details
1130 W Lake Cook Rd #230, Suite 230, Buffalo Grove, IL, 60089, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Ethan Dickerson is excellent with Medicare advice. However, beware that Tom Flowers is NOT a financial planner nor are other members of the firm with the title "financial advisor". Rather insurance salesmen interest is in earning high commissions. Jordan provides lackluster investment advice advise for extremely high fees offering no tax advice or even meeting with his clients to review the poor performance of these recommended investments. I was lied to about the "hidden fees" charged by Vanguard for DYI investments ... read more
Amazing experience working with Jordan and his firm. They create a plan that works for your needs and not theirs. I love the constant communication and updates that I receive so I can stay up to speed on everything that is happening in the financial world! I recently saw Jordan on TV on Sunday night. What a great show!! Can't recommend this firm highly enough!
Wealth Financial Services and Tax Advisory has been doing my taxes for several years. Tom and Jordan are very friendly yet professional. Their staff is second to none. I highly recommend using Wealth Financial Services and Tax Advisory
I was very impressed how professional and reasonable their tax services are, they not only prepared my taxes but they also showed me ways to reduce my tax liability in the future. They are fiduciaries and it really shows in how they treat their clients.
My husband and I appreciate the friendliness and full disclosure that all employees portray at Wealth Financial. Whether the amount you have to manage is large or small, they make you feel very important to them. Highly recommend!!!!
Great service by a top notch financial firm. Take care of you and treat you like family.
Business response:
Thank you Tom, we wish your family continued financial success!
My experience with Wealth Financial Services & Tax Advisory was fantastic. Would recommend to anyone looking to improve there financial status and growth of income to sit down and look at options with one of there advisors. Office had that great family feel, glad I chose them
Business response:
Clint, Thank you for your review of our firm. We look forward to helping you and your family for many more years to come.
Frequently asked questions about Wealth Financial Services & Tax Advisory
How is Wealth Financial Services & Tax Advisory rated?
Wealth Financial Services & Tax Advisory has a 4.8 star rating with 93 reviews.
When is Wealth Financial Services & Tax Advisory open?
Wealth Financial Services & Tax Advisory is closed now. It will open on Monday at 9:00 a.m.
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