Heights Wealth Management - Peoria Heights, Illinois

Okay, here’s a detailed overview of Heights Wealth Management, presented in a formal and helpful manner, aimed at potential clients:

Heights Wealth Management: A Comprehensive Overview

Heights Wealth Management is a dedicated financial planning firm committed to assisting individuals and families in achieving their long-term financial goals. Located in Peoria Heights, Illinois, at 4810 N Prospect Rd, IL 61616, Heights Wealth Management offers a personalized and comprehensive approach to wealth management, focusing on building secure and prosperous futures. Their contact number is 95012274, and you can learn more on their website: heightswealth.com.

Services and Expertise

The firm specializes in providing tailored financial advice, encompassing retirement planning, investment management, and overall financial strategy. They understand that every client's situation is unique, and therefore, they prioritize a deep understanding of each individual’s needs, risk tolerance, and aspirations. Jon, the principal advisor, brings over a decade of experience to the firm, consistently demonstrating a profound understanding of the financial landscape and a commitment to delivering exceptional results. The team focuses on building lasting relationships based on trust and transparency.

Accessibility and Convenience

Heights Wealth Management is committed to providing an accessible and comfortable experience for all clients. The office is wheelchair accessible, featuring a ramp, accessible parking, and a restroom. Appointments are highly recommended to ensure dedicated time and personalized attention. They also offer online appointments, catering to the convenience of clients who prefer virtual consultations. Onsite services are available, demonstrating a proactive approach to client support.

Client Feedback and Reputation

Heights Wealth Management has garnered positive feedback within the community, evidenced by 11 reviews on Google My Business. The average opinion is a remarkable 5/5, indicating a high level of client satisfaction. The consistent praise highlights the firm’s dedication to professionalism, expertise, and client-focused service. The emphasis on building long-term relationships, as reflected in many of the reviews, suggests a genuine commitment to client well-being. Clients frequently express appreciation for Jon’s knowledge and his ability to guide them toward sound financial decisions.

Key Information for Prospective Clients

| Feature | Detail |
|--------------------|---------------------------------------|
| Location | 4810 N Prospect Rd, Peoria Heights, IL 61616 |
| Phone | 95012274 |
| Website | heightswealth.com |
| Specialty | Financial Planner |
| Accessibility | Wheelchair Accessible, Online Appointments |

Concluding Recommendation

For individuals seeking a reliable and knowledgeable financial planner, Heights Wealth Management presents a compelling option. Their dedication to personalized service, combined with a proven track record and a commitment to accessibility, makes them a valuable partner in navigating the complexities of financial planning. We strongly encourage anyone looking to secure their financial future to visit their website at heightswealth.com to schedule a consultation and explore how Heights Wealth Management can help them achieve their financial dreams.

Do you require any further details or clarification regarding Heights Wealth Management

👍 Reviews of Heights Wealth Management

Christopher ?. S. B. S.

5/5

Highly Recommended! For more than a decade, Jon has been my trusted finical advisor. His knowledge and expertise is unmatched. I have referred family and friends to Jon with total confidence in his ability to provide the highest quality financial advise.

Curt M.

5/5

Jon has been my financial advisor for many years. I’m very happy with the advice he has provided. With his guidance, my wife and I have established a retirement plan we are very confident in. I highly recommend Heights Wealth Management!

Robert A.

5/5

Jon has been a great resource of knowledge when it comes retirement planning and family financial decisions. His expertise has helped guide me through decisions that most people don’t think about until it’s too late. Awesome person to have in your corner!

Jenna A.

5/5

Super knowledgeable, professional, and dedicated are just a few words that describe Heights Wealth Management! Contact them today!!!!!!!

Tim C.

5/5

Highly recommend and very reputable!

Cindy A.

5/5

Jason A.

5/5

Jonathan H.

5/5