Wealth Financial Services Tax Advisory

  • Financial Services
  • Buffalo Grove IL
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
1130 W Lake Cook Rd, Suite 230, Buffalo Grove IL
Website
wfsta.com
Phone
(215) 459-5520
Employees
6
Founded in
1990
Industry
Financial Services
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Financials & Stats

Revenue

$10B

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Who is Wealth Financial Services Tax Advisory

Wealth Financial Services Tax Advisory is a small business based in Buffalo Grove, Illinois. The company is comprised of six employees and generates over $10,000 in annual revenue. Wealth Financial Services Tax Advisory specializes in providing financial planning and tax planning services. They focus on helping clients utilize tax-efficient strategies to minimize their tax burden and potentially reach a 0% tax bracket. The company differentiates itself by emphasizing education and empowerment. They aim to equip their clients with the knowledge and tools to make informed financial decisions and achieve their financial goals. For more information about Wealth Financial Services Tax Advisory and their services, visit wfsta.com.

Company Leadership

Sophia Mamedova

Director Of Client Services

Phone Email
Christopher Larkin

Director Of Client Relations

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Wealth Financial Services Tax Advisory Industry Tags

Financial Planning
Life Insurance
Tax Free Income
Tax preparation
Tax Planning
Estate Planning
Retirement Income Planning
Risk Management
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FAQ

What is the location of Wealth Financial Services Tax Advisory's headquarters?
The headquarters of Wealth Financial Services Tax Advisory are situated at 1130 W Lake Cook Rd, Suite 230, Buffalo Grove IL
What is Wealth Financial Services Tax Advisory's phone number?
Wealth Financial Services Tax Advisory's contact number is (215) 459-5520.
What is Wealth Financial Services Tax Advisory's official website?
The official website of Wealth Financial Services Tax Advisory can be found at wfsta.com.
What is Wealth Financial Services Tax Advisory's current revenue?
As of February 2019, Wealth Financial Services Tax Advisory's annual revenue reached $10B.
How many employees does Wealth Financial Services Tax Advisory currently have?
Wealth Financial Services Tax Advisory employs approximately 6+ people as of February 2019
Which industries is Wealth Financial Services Tax Advisory primarily operating in?
Wealth Financial Services Tax Advisory operates in the following industries: Finance, Credit
Who is the Director Of Client Services of Wealth Financial Services Tax Advisory?
Wealth Financial Services Tax Advisory's Director Of Client Services is Sophia Mamedova
What are Wealth Financial Services Tax Advisory's industry tags?
Wealth Financial Services Tax Advisory's industry tags include: Financial Planning, Life Insurance, Tax Free Income
When was Wealth Financial Services Tax Advisory founded?
Wealth Financial Services Tax Advisory was founded in 1990.

Employee Directory

Key Employees

Peter Conway

President

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Jordan Flowers

Financial Advisor - Helping clients minimize stress and maximize life

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Matthew Chambers

Chief Operating Officer

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