C P.
1/13/2026
Excellent staff, very knowledgable and dependable. Very patient to answer my questions and concerns.
Wealth Financial Services & Tax Advisory
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(12)
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600 N Buffalo Grove Rd Ste 100
Buffalo Grove, IL 60089
Wealth Financial Services & Tax Advisory, based in Buffalo Grove, IL, operates as independent fiduciary advisors dedicated to crafting custom, objective investment strategies aimed at building and preserving client wealth. The firm emphasizes an educational approach to financial planning, prioritizing the financial clarity and health of the families and businesses they serve.
Utilizing their proprietary Safe Secure Retirement Roadmap, Wealth Financial Services helps clients confidently plan for the future while enjoying the present. The company is committed to fostering strong relationships with clients and offers a variety of innovative financial strategies tailored to individual needs.
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Reviews
4.0(12)
Deb B.
9/24/2025
Be aware that Tom Flowers is an insurance salesman motivated by commission sales, not a financial planner or a fiduciary as he represented himself to us to be. Therefore, there is a conflict of...
Nancy S.
1/22/2024
My husband and I were both long term employees, each of us working for the same employers for more than 40 years. Our main concern in retirement was that we would no longer have a salary to count...
Robert C.
12/3/2022
I have been using Wealth Financial Services to do my taxes for a few years and yesterday I received a phone call from Wealth Financial Services & Tax advisory. I was told if I don't invest in...
Gaye F.
8/10/2023
great people, great service great culture. helping me with retirement planning, tax planning & being a resource for all your financial needs.
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