Walled Lake Planning & Wealth Management - Highland Park, Illinois

About Walled Lake Planning & Wealth Management

Located at 600 Elm Pl, Highland Park, IL 60035, Walled Lake Planning & Wealth Management stands out as a distinguished financial planning and wealth management firm. With a strong emphasis on personalized service and a client-centric approach, this firm offers a comprehensive suite of financial solutions tailored to meet the diverse needs of its clientele. The address is conveniently located, making it easy for clients to visit or schedule online appointments from the comfort of their homes.

Contact Information

For those seeking guidance in their financial journey, Walled Lake Planning & Wealth Management can be reached at 761-62590. Their phone number is readily available for inquiries. Clients looking to connect digitally have the option to do so through their website: wlpwm.com, where they can find more detailed information and perhaps even schedule a consultation online.

Services and Specializations

The firm specializes in Financial Planning, offering expert advice on investment strategies, retirement planning, estate planning, and more. Their team of financial planners is dedicated to helping clients achieve their financial goals through tailored strategies. The services extend to providing both onsite and online appointment options, ensuring convenience for all clients.

Accessibility and Amenities

• Wheelchair Accessible Parking: Commendably, Walled Lake Planning & Wealth Management offers parking facilities that accommodate wheelchairs.
• Accessible Restrooms: The establishment prioritizes inclusivity with gender-neutral restrooms and accessible restroom facilities.
• Comfortable Seating: Guests can enjoy wheelchair-accessible seating throughout the premises.
• Online Appointments: To cater to modern lifestyles, they encourage booking appointments online for a seamless experience.

Reviews and Ratings

Clients have left glowing reviews, with one highlighting the "Magnificent office space with a casual atmosphere," contributing to an overall Average Opinion Rating of 5/5 on Google My Business. This speaks volumes about the quality of service and the welcoming environment clients can expect.

Recommendations for Potential Clients

For anyone considering financial planning services, Walled Lake Planning & Wealth Management presents an attractive option. Their commitment to personalized financial strategies, coupled with a welcoming and accessible office environment, makes them a top choice. Here are a few tips for prospective clients:

• Take advantage of their flexible appointment scheduling options, whether online or onsite.
• Prepare any relevant financial documents to discuss during your consultation.
• Consider reaching out through their website for initial inquiries or to schedule a visit.

Contact Walled Lake Planning & Wealth Management Today

Don't miss the opportunity to take control of your financial future. Visit their website at wlpwm.com to learn more about their services, or call them directly at 761-62590 to book an appointment. Their office is a testament to their commitment to client satisfaction, offering a space that combines professionalism with a warm, inviting atmosphere. Contact them now to start crafting your financial blueprint towards a secure and prosperous future.

👍 Reviews of Walled Lake Planning & Wealth Management

Howard C.

5/5

Magnificent office space with a casual atmosphere.

Bastian K.

5/5