How 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.92SCOREWealth Financial Services & Tax Advisory
Rolling Meadows, IL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #32Position by Experts Score among all companies we track in this category. of 51 retirement planning · 4.9★ from 167 Google reviews
Report card
Percentile vs other retirement planning (100 = best)Each 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.
Reviews for your job
Customers hired Wealth Financial Services & Tax Advisory for 6 kinds of job.
Wealth Financial Services & Tax Advisory for investment advising
Clear ✕All 23 Google reviews tagged “Investment advising”
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.
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.…
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.
Ethan Dickerson was very patient with us deciding on and signing up for our Medicare medigap supplement. So very helpful.
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…
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!
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.
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…
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…
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…
Our financial advisor Joe Florina is great,he explains a lot ,answered my questions and try to help me with my financial situation.Very helpful in our process was Noah Swift,spent lots of time on the phone for us.Thank you so much for your help.
Tommy is great!! Helped us with our 401ks!
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…
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!
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…
I have been with them for years. Tommy has been great! If you need financial advise… call Tommy Wolek!
Price
Not enough reviews with a price yet.
Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 35 | — |
| Investment advising | 23 | — |
| Retirement savings consulting | 20 | — |
| Tax planning | 19 | — |
| Wealth management | 15 | — |
| Insurance purchase consulting | 14 | — |
