Wealth Financial Services & Tax Advisory

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.

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.

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.… Read full review

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 employees here are very helpful. Andrea always take her time review everything with me to make sure I understand all investment choices.

Worked with Joe Florina on a Financial Plan and future tax planning. Great to have investments and tax planning all in one operation.

We have worked with Wealth Financial for over 20 years, and they have been a trusted guide through every stage of life. After the loss of my husband, their patience, kindness, and support meant so much to me. They genuinely care, take a proactive approach to planning, and always make me feel confident about the… Read full review

Everyone is always so kind and very professional from the moment you walk in until you leave. Always great communication either my phone or email.

I had a great experience working with Jordan and his team. They were incredibly friendly, approachable, and truly focused on helping me plan for my future. They made everything easy to understand, from investments to tax planning, and took the time to tailor a strategy that fits my goals. I felt supported… Read full review

They are our go to for any financial questions and we have many! Very grateful for their knowledge and patience when it’s tax time, they take their time with us and always make it a priority to optimize our finances at every turn. They plan and implement years of experience in every investment and it shows!

Joey Ponce and the team at Wealth Financial Services & Tax Advisory have been a tremendous help with both my taxes and my financial planning. What stood out to me is their ability to take complicated subjects, like retirement income planning and estate planning, and explain them in a way that actually made sense.… Read full review

We had our annual review and went through our accounts. We enjoyed our time with Sophia and Andrea as usual and set up for our next review.

Andrea Smith at Wealth Financial has been a real pleasure to work with! And because of that I have recommended her to family members!

Great company with many layers of resources to help you prepare a retirement plan that makes sense.

Both Sophia and Andrea are a pleasure to work with. I would highly recommend Wealth Financial to anyone looking for retirement advise.

When my husband and I began searching for a Financial Advisor or Certified Financial Planner, we were referred to Wealth Financial Services & Tax Advisory—and we quickly realized they offer far more than traditional financial counseling. Our journey started with Jordan Flowers, CEO, who took the time to thoroughly… Read full review

Excellent. I really appreciate the one-on-one relationship I have with Andrea. She does a great job helping me understand how WFST is working with my account. I also want to thank Sophia so much for all her hard work on my behalf in regard to my Silac investment. Great job!!!

If you're looking for expert tax preparation, Keith Baum at WFSTA is your go-to person! For over 20 years, I went to the same tax service and had absolutely no idea what I was missing out on. Keith is now my only person to get my taxes done, and done right! I can honestly say, he's DA BAUM! He is very… Read full review

Yesterday I met with Andrea Smith for an annual financial review. She explains everything so clearly and makes sure I understand all that we discussed. She is a true asset to the company. I highly recommend Wealth Financial Services.

We have been working with Andrea Smith and Matthew Espiritu on various aspects of our financial future. Our situation is very unique and these two (and other staff) have spent so much time and effort getting everything right. The communication is great, they have gotten to know us as a family, and they truly care… Read full review

Tommy is great!! Helped us with our 401ks!

I had a great experience with Tommy Wolek, he provided me with helpful insight into financial planning and investment strategies. His approach is thoughtful, professional, and oriented toward long term success. I would highly recommend his services to anyone looking for financial guidance.

Great people and services - trustworthy.

We had a terrible outcome and massive tax liability from an investment suggested by WFSTA after the 10-year term expired. I would strongly caution anyone to thoroughly understand investment recommendations from this organization before proceeding.

The team at Wealth Financial has been incredibly helpful after my husband unexpectantly passed away four years ago. During a time that was very overwhelming Jordan Flowers and his team not only provided expert financial advice but also genuine empathy. They guided me through every step of organizing my financial… Read full review

Impressive team at WFSTA all around. Highly recommend for all financial management and tax advisory. Tommy Wolek is top notch. He is a true professional - savvy, sincere, responsive and scrupulous. Highlights to Keith Baum for making taxes a breeze as well. It is a pleasure to work with the entire team.

Jordan Flowers is a generous master at his craft! He's been more than willing to go far above and beyond my requests and expectations, and always with a straightforward, personal, non-jargon approach. I wholly endorse and encourage anyone checking him out to go for it... he and his team are worthwhile!

I have been working with Tommy Wolek and Jordan Flowers for about a year now and could not compliment them enough. They have been extremely easy to work with and are very knowledgeable. They do a great job of putting out all your options and guiding you to the right choice for your situation. You can tell they truly… Read full review

wonderful experience. great help with investments and medicare. cannot recommend them highly enough. matt for medicare and mark sommerville for investment.

Tom Wolek has taken wonderful care of me and my family during a time that wasn't so wonderful. He made everything easy to understand and continues to hold my hand through every step of the investment process. He's definitely got me covered in all areas! Thank you Tommy! 🙌🏻💯☺️

For many years received peace of mind from Tom, Sophia and Ethan.

I have been with Wealth Financial Services &Tax Advisory for a few years now. I love going there for any reason: events for all clients, tax prep explanation, 6 month review, tax planning, or Medicare support to name a few. Each staff member is friendly and kind. Andrea, my advisor, is beyond helpful and… Read full review

I have been with them for years. Tommy has been great! If you need financial advise… call Tommy Wolek!

Rating only, no written review.

Rating only, no written review.