LifeWise Wealth Advisors - Champaign, Illinois

LifeWise Wealth Advisors: Expert Financial Guidance in Champaign, IL

Located at 2911 Crossing Ct Suite #102, Champaign, IL 61822, United States, LifeWise Wealth Advisors is a reputable financial planning firm that offers expert guidance to individuals and families in need of financial planning services.

Main Services

• Financial Planning: Our team of experienced financial planners will work with you to create a personalized financial plan that meets your unique needs and goals.
• Investment Management: We offer a range of investment management services, including portfolio management, retirement planning, and estate planning.
• Retirement Planning: Our experts will help you create a comprehensive retirement plan that ensures you have a secure financial future.
• Estate Planning: We will work with you to create a will, trust, and other estate planning documents that protect your assets and ensure your wishes are carried out.
• Tax Planning: Our team will help you minimize your tax liability and maximize your refund through expert tax planning strategies.
• Insurance Planning: We offer a range of 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. Our office is wheelchair accessible, and we offer free parking for our clients.

Our office is located in the heart of Champaign, within walking distance of several restaurants, shops, and other amenities. We are also easily accessible by car, with several parking options available.

Public transportation is also available in the area, with several bus routes that stop near our office.

Featured Characteristics

Our team of experienced financial planners is dedicated to providing personalized service to each and every client. We take the time to understand your unique needs and goals, and create a comprehensive financial plan that meets your individual circumstances.

We are committed to staying up-to-date on the latest financial industry developments and trends, and we offer our clients access to a range of financial products and services.

Our office is equipped with state-of-the-art technology, including computer systems and software that allow us to efficiently manage client accounts and provide timely updates.

Practical Information

Our office hours are Monday through Friday, 9:00 am to 5:00 pm. We are closed on weekends and major holidays.

You can contact us by phone at 217-351-8755, or by email at [email protected].

We accept a range of payment methods, including checks, credit cards, and electronic transfers.

Opinions

This company has 3 reviews on Google My Business, with an average rating of 5/5.

Customers highlight the quality of service, expertise, and personalized attention provided by the team at LifeWise Wealth Advisors.

👍 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.