Financial planner · Rolling Meadows, IL · reviewed since 2014
iHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 55%94+51.3Reliability 24%91+22.1Value 14%100+14.1Replies to reviews 7%81+5.7Craft & service penalty88−1.2Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.92SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#32 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 38%
4.9★★★★★167 Google reviews · 23 photos
98%five-star reviews
4.94★last 12 monthsiAverage stars on reviews from the last 12 months only.
1.1%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Wealth Financial Services & Tax Advisory at a glance
Google reviewers rate the firm 4.9 out of 5 based on 167 reviews, with the owner responding to 83 percent of them. Clients frequently praise the team for clear communication, patience, and integrating financial planning, tax preparation, and Medicare guidance into a single service. Positive feedback highlights thorough consultations, personalized strategies for retirement and investments, and a supportive, low-pressure environment. However, low-star reviews cite significant dissatisfaction with specific investment recommendations that resulted in substantial tax liabilities or financial losses.
Google rating: 4.9 out of 5 from 167 reviews (98% five-star).
Reviews on this page: 167 Google reviews (153 with written comments, 2 with photos).
Owner responses: the business replied to 83% of reviews.
Most recent review: October 30, 2026.
Service: Retirement Planner serving Rolling Meadows, Illinois.
Data from Google, last updated October 31, 2026.
Score profile vs other retirement planning
Score per factor (100 = best)iEach factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: value and momentum; weakest: replies to reviews.
This companyRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.Wealth Financial Services & Tax Advisory: 94/100 on this factor. Category median: 97.A
94
ReliabilityiReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.Wealth Financial Services & Tax Advisory: 91/100 on this factor. Category median: 97.A
91
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.Wealth Financial Services & Tax Advisory: 88/100 on this factor. Category median: 100.A
88
ValueiValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Wealth Financial Services & Tax Advisory: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · penalty only, up to −10 pointsPenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.Wealth Financial Services & Tax Advisory: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.Wealth Financial Services & Tax Advisory: 81/100 on this factor. Category median: 55.A
81
Bar = this company · dark tick = category median.
Star ratings
167 Google reviews we collected
4.9of 5
5 stars16398%
4 stars00%
3 stars11%
2 stars11%
1 star21%
Praise vs complaints
Phrases our text analysis found in 153 written reviews
97%praise
Praise22797%
Complaints63%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
97%fair
Great price2057%
Reasonable1234%
Overpriced13%
Not sure26%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude7331%
Would recommend4821%
Quality & results3415%
Communication3013%
Honesty & trust198%
Speed & response188%
Price & value115%
What customers talk about
We read 153 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“We had been managing our finances ourselves, and having experts who also happen to be kind has been a breath of fresh air.”
“Everyone one we have worked with there (Shout out to Tommy, Reshma, and Nicole) has been amazing and I highly recommend.”
“NEVER WOULD I RECOMMEND THEM TO ANYONE.”
“The consultation with Ethan Dickerson was thorough and well‑organized.”
“He provided clear explanations regarding Medicare Part B and Part N and offered guidance on selecting the appropriate forms and insurance options alig…”
“I trust them completely to handle my financial affairs and they have never disappointed me.”
“…, we were referred to Wealth Financial Services & Tax Advisory—and we quickly realized they offer far more than traditional financial counseling.…”
“Their tax preparation service is affordable and trustworthy.”
People customers mention
Medicare34 reviews
Dickerson27 reviews
Jordan17 reviews
Ethan16 reviews
Flowers13 reviews
Wolek9 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Wealth Financial Services & Tax Advisory for 6 kinds of job. Pick one to see what they paid and said.
AAnnie3 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a day ago★★★★★
The consultation with Ethan Dickerson was thorough and well‑organized. He provided clear explanations regarding Medicare Part B and Part N and offered guidance on selecting the appropriate forms and insurance options aligned with my needs.
Insurance purchase consulting
TTim1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 days ago★★★★★
Sharif and team were so easy to work with. They came with a wealth of knowledge and zero pressure. We had been managing our finances ourselves, and having experts who also happen to be kind has been a breath of fresh air.
Great priceFinancial planRetirement savings consultingInvestment advising
JJames1 reviewiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
I was hesitant about committing to a financial planner but Sharif has been great. I feel much more confident in my financial future and retirement planning with his help.
LleslieLocal Guide · 8 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a week ago★★★★★
Tommy Wolek, thank you so much for your help with my mom's retirement plan. She appreciated how you explained everything in great detail. We're looking forward to this smooth transition. You made financial planning stress-free.
Financial planRetirement savings consulting
MMichael9 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 weeks ago★★★★★
We have been working with WFSTA for the past 2 years and have had an absolutely amazing experience. Our advisor, Tommy, has given us dedicated service with great attention to detail and tremendous care to our needs not only in planning for retirement, but in making sure we have the funds for our current needs.…
Great priceFinancial planRetirement savings consultingInvestment advising
JJordanLocal Guide · 10 reviewsiTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★
Not just financial advice that they give, they are leaders to clients. More importantly they are high follow through and have great client service. Worth a conversation if you are not sure of your financial situation or just want a 2nd opinion.
The consultation with Ethan Dickerson was thorough and well‑organized. He provided clear explanations regarding Medicare Part B and Part N and offered guidance on selecting the appropriate forms and insurance options aligned with my needs.
Services: Insurance purchase consulting
Response from the owner · a day ago
Annie,
Healthcare and Medicare is a big part of financial planning. We are happy Ethan and our team could be of help and give you the clear guidance you deserve.
T
Tim Duhig1 reviewiTotal number of Google reviews Tim has written across all businesses on Google Maps, not just this one.
Sharif and team were so easy to work with. They came with a wealth of knowledge and zero pressure. We had been managing our finances ourselves, and having experts who also happen to be kind has been a breath of fresh air.
Tim, Thank you for your kind words toward Sharif and the team. We value long term relationships and look forward to serving your family for many years to come!
J
James Piety1 reviewiTotal number of Google reviews James has written across all businesses on Google Maps, not just this one.
I was hesitant about committing to a financial planner but Sharif has been great. I feel much more confident in my financial future and retirement planning with his help.
Response from the owner · a week ago
James we are so happy we could give you more confidence in your financial future. We look forward to serving your family for many more years to come!
L
leslie galavizLocal Guide · 8 reviewsiTotal number of Google reviews leslie has written across all businesses on Google Maps, not just this one.
Tommy Wolek, thank you so much for your help with my mom's retirement plan. She appreciated how you explained everything in great detail. We're looking forward to this smooth transition. You made financial planning stress-free.
Taking care of families and making financial planning stress free is our specialty. We are so happy to be of help with your mother. Tommy and our entire team looks forward to serving your family for many more decades to come.
M
Michael Brown9 reviewsiTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
We have been working with WFSTA for the past 2 years and have had an absolutely amazing experience. Our advisor, Tommy, has given us dedicated service with great attention to detail and tremendous care to our needs not only in planning for retirement, but in making sure we have the funds for our current needs. Everyone one we have worked with there (Shout out to Tommy, Reshma, and Nicole) has been amazing and I highly recommend.
I didn't even realize that it's been three years since I wrote this review. Three years later now, I'd like to add the following:
Getting involved with Wealth Financial is probably the best thing I have done in my financial life.
I trust them completely to handle my financial affairs and they have never disappointed me. I feel safe, secure, and definitely in great financial hands since I started with Wealth.
I'm not a millionaire, just a retired teacher with a decent, (pretty normal), amount of financial assets. Yet, I have been treated with great respect and responsibility toward my financial outlook and desires.
I currently work with Andrea Smith and Sophia Mamedova which for me is a thrill to come in and meet with because of their sense of responsibility, respect, and very pleasant personalities.
I'm so glad I met Tom Flowers years ago because I have absolutely no financial concerns or worries.
I guess if I had to sum this up, to me, going to meet Andrea, Sophia, or anyone else at Wealth, is like meeting with family. They truly all do feel like family to me.
Sincerely,
Stan C.
I met Tom Flowers at a financial educational seminar he was hosting in our county. The information was very informative and Tom did not try to "hard sell" anyone on anything. (This always impresses me because I hate anyone trying to hard sell me).
He offered us financial counseling from Wealth Financial only if we were interested. We would have to make the call to him.
To make a long story short, I sought financial advice from Tom about eight years ago and I haven't been sorry. Both Tom and Jordan are extremely knowledgeable in financial planning. As Tom explained, they are a fiduciary with the best intentions of the client in mind and also held to a higher set of standards. Tom and Jordan have set me up so I will have guaranteed income the rest of my life. I don't "live large" and I give a decent amount of money to charity and Tom always kept this in mind when developing a plan for me. I am totally grateful for the help I have received and trust Tom, Jordan, and all involved completely. I know they always have MY best interests in mind when adjusting my portfolio.
I HAVE TOTAL CONFIDENCE AND TRUST IN WEALTH FINANCIAL. I think that says it all.
Stan C.
addendum:
I interviewed with Ethan Dickerson in regards to my Medicare benefits. He really knows his stuff. I found out things I never knew and I've been on Medicare for a while now. Ethan took all my data and showed me a plan to consider along with my current plan. Again, no hard sell here. I was very happy to have met with him because many things are clear to me now. I'm a retired teacher and in my opinion, Ethan would make a great teacher. Once again, Wealth Financial is a company which considers all your needs. I am very happy that I found out about them and hooked up with them to manage my financial needs.
Stan. C.
Stan,
Thank you so much for the kind review. Without clients like yourself we wouldn’t be in business so we greatly appreciate your trust and business. We will continue to do our very best to help you and your family!
J
Jordan RigiLocal Guide · 10 reviewsiTotal number of Google reviews Jordan has written across all businesses on Google Maps, not just this one.
Not just financial advice that they give, they are leaders to clients. More importantly they are high follow through and have great client service. Worth a conversation if you are not sure of your financial situation or just want a 2nd opinion.
Jordan, high follow thru and great service we take great pride in. As you mentioned we are always open to meet with someone for a second opinion to see if their financial situation could be better.
J
J Dion4 reviewsiTotal number of Google reviews J has written across all businesses on Google Maps, not just this one.
Ethan is great. Well versed in med ins plans/costs. Even has familiarity with other states. I moved back to IL from DC and needed new RX plan. He conducts business with absolute transparency.
Services: Insurance purchase consulting
Response from the owner · 2 months ago
Joan,
We love having you back in Chicagoland area. Thank you for your 5 star review it’s been a pleasure to serve you on the Medicare and financial side.
M
Mark LincolnLocal Guide · 51 reviewsiTotal number of Google reviews Mark has written across all businesses on Google Maps, not just this one.
Ethan Dickerson did an excellent job signing me up for Medicare Part A and then Part B, Medicare Supplement and Part D. I had already done some research but Ethan knew it all. He answered every question I had and directed me to the correct plan for my circumstances. I had spoken to other Medicare facilitators but Ethan was head and shoulders above them in knowledge and thoroughness. You can’t go wrong with Ethan.
Response from the owner · 2 months ago
Mark,
We love to exceed expectations and take great pride in our work. Ethan and our entire team looks forward to serve you for many more years to come!
L
Linda Periman10 reviewsiTotal number of Google reviews Linda has written across all businesses on Google Maps, not just this one.
