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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: Expert Financial Guidance in Champaign, IL

Main Services

  • Financial Planning: LifeWise Wealth Advisors offers comprehensive financial planning services, including retirement planning, investment planning, and estate planning. Their team of experienced financial planners will work with you to create a personalized plan that meets your unique needs and goals.
  • Investment Management: LifeWise Wealth Advisors provides investment management services, including portfolio management, asset allocation, and wealth transfer planning. Their team of investment professionals will work with you to create a customized investment strategy that aligns with your financial goals and risk tolerance.
  • Tax Planning: LifeWise Wealth Advisors offers tax planning services, including individual and business tax planning, tax planning for retirement, and tax planning for estate planning. Their team of tax professionals will work with you to minimize your tax liability and maximize your after-tax returns.
  • Wealth Management: LifeWise Wealth Advisors provides wealth management services, including wealth planning, wealth transfer planning, and wealth preservation. Their team of wealth management professionals will work with you to create a comprehensive wealth plan that addresses your financial goals and objectives.
  • Retirement Planning: LifeWise Wealth Advisors offers retirement planning services, including retirement planning for individuals, couples, and families. Their team of retirement planning professionals will work with you to create a personalized retirement plan that meets your unique needs and goals.
  • Estate Planning: LifeWise Wealth Advisors provides estate planning services, including wills, trusts, and powers of attorney. Their team of estate planning professionals will work with you to create a comprehensive estate plan that addresses your wishes and ensures the smooth transfer of your assets to your beneficiaries.
  • Insurance Planning: LifeWise Wealth Advisors offers insurance planning services, including life insurance, disability insurance, and long-term care insurance. Their team of insurance planning professionals will work with you to create a customized insurance plan that addresses your unique needs and goals.
  • Business Planning: LifeWise Wealth Advisors provides business planning services, including business planning for small businesses, entrepreneurs, and individuals. Their team of business planning professionals will work with you to create a comprehensive business plan that addresses your unique needs and goals.
  • Investment Advisory Services: LifeWise Wealth Advisors offers investment advisory services, including investment advice, portfolio management, and wealth transfer planning. Their team of investment advisory professionals will work with you to create a customized investment strategy that aligns with your financial goals and risk tolerance.

Location and Access

LifeWise Wealth Advisors is located at:

2911 Crossing Ct Suite #102
Champaign, IL 61822
United States

This location is easily accessible by car, with a wheelchair-accessible parking lot available. The entrance is also wheelchair-accessible, with a designated entrance for individuals with disabilities. The seating area is wheelchair-accessible, and the toilet is also wheelchair-accessible. Appointments are recommended, but walk-ins are also welcome.

The company is located in the heart of Champaign, IL, within walking distance of several restaurants, shops, and entertainment venues. The nearest airport is the Willard H. Whitney Airport, which is approximately 10 miles away.

Featured Characteristics

* Wheelchair-accessible car park
* Wheelchair-accessible entrance
* Wheelchair-accessible seating
* Wheelchair-accessible toilet
* Toilet
* Appointments recommended
* Free parking lot

Practical Information

* Phone: 217-351-8755
* Website: lifewisewealth.com
* Hours of Operation: Monday - Friday, 8:30am - 5:00pm
* Contact Information: [[email protected]](mailto:[email protected])

Opinions and Reviews

LifeWise Wealth Advisors has received an average rating of 5/5 stars on Google My Business, based on 3 reviews. Reviewers have praised the company's expertise, professionalism, and personalized service.

One reviewer stated: "LifeWise Wealth Advisors has been an invaluable resource for our family. Their team of financial planners has helped us create a comprehensive financial plan that addresses our unique needs and goals. We highly recommend them to anyone looking for expert financial guidance."

Another reviewer stated: "We were blown away by the level of service we received from LifeWise Wealth Advisors. From the initial consultation to the finalization of our financial plan, the team at LifeWise Wealth Advisors was professional, knowledgeable, and responsive. We couldn't be happier with our decision to work with them."

The third reviewer stated: "LifeWise Wealth Advisors has exceeded our expectations in every way. Their team of financial planners has helped us create a customized investment strategy that aligns with our financial goals and risk tolerance. We highly recommend them to anyone looking for expert investment advice."

Overall, LifeWise Wealth Advisors has received overwhelmingly positive reviews from clients who have praised the company's expertise, professionalism, and personalized service.

👍 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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