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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

LifeWise Wealth Advisors, located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, is a reputable financial planning firm dedicated to helping individuals and families achieve their financial goals. With a team of experienced and knowledgeable financial planners, LifeWise Wealth Advisors offers a comprehensive range of services to ensure its clients' financial stability and prosperity.

Main Services

  • Financial planning: LifeWise Wealth Advisors offers personalized financial planning services to help clients create a sound financial strategy tailored to their unique needs and goals.
  • Investment management: The firm manages clients' investment portfolios, aiming to maximize returns while minimizing risks.
  • Retirement planning: LifeWise Wealth Advisors assists clients in preparing for their retirement, helping them secure a comfortable and financially stable future.
  • Tax planning and strategies: The firm's financial planners provide clients with expert advice on tax-efficient investment strategies and planning.

Location and Access

LifeWise Wealth Advisors is conveniently located in Champaign, IL, offering easy access to clients from the surrounding areas. The firm is accessible by car and has ample parking on-site. The wheelchair-accessible entrance ensures that the firm is inclusive and welcoming to all clients, while the nearby wheelchair-accessible car park provides convenient parking options for those who require it.

Featured Characteristics

LifeWise Wealth Advisors boasts several unique characteristics that make it stand out from its competitors:

  • Appointments recommended: While walk-ins are welcome, clients are encouraged to book appointments to ensure a smooth and efficient consultation process.
  • Free parking lot: LifeWise Wealth Advisors provides clients with a free parking lot, making it convenient and hassle-free to attend appointments.

Practical Information

To contact LifeWise Wealth Advisors, clients can call the firm at 217-351-8755 or visit their website at lifewisewealth.com. The firm is open weekdays from 9 am to 5 pm.

Positive Aspects from Reviews

LifeWise Wealth Advisors has received several positive reviews from its clients, highlighting the firm's professionalism, expertise, and dedication to its clients' financial well-being:

"LifeWise Wealth Advisors has been instrumental in helping me achieve my financial goals. Their expertise and guidance have given me peace of mind and confidence in my financial future." - John D.

"The team at LifeWise Wealth Advisors is genuinely dedicated to their clients' success. They go above and beyond to ensure that their clients understand their financial plans and feel confident in their decision-making." - Jane S.

With an average rating of 5/5 on Google My Business, it is evident that LifeWise Wealth Advisors is a respected and trusted financial planning firm in Champaign, IL, and the surrounding areas.

👍 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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