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Wealth Wise Financial & Tax Advisory

1130 W Lake Cook Rd #230
Buffalo Grove, IL 60089 847-499-3342

Ratings

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Consumer Ratings for Wealth Wise Financial & Tax Advisory — 2 Ratings

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Percent of customers who rated service "superior" for:
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Consumer Comments for Wealth Wise Financial & Tax Advisory

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Consumer from Buffalo Grove, IL
Feb 25, 2025
Not Recommended
Misleading $249 fee. Must be over 55. You are required to move your financial assets to Wealth Financial or you will not be able to continue with Wealth Wise tax preparation service. High pressure. You must meet with an investment advisor in order to get your completed return back.
Consumer from Buffalo Grove, IL
Feb 16, 2023
Not Recommended
Deceptively require you to use their financial investment subsidiary. If you do not invest with them (Wealth Financial Services), after a couple years, they will prohibit you from using their tax preparation services.

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