Wealth Financial Services & Tax Advisory

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Karen Sauer

Ethan is outstanding! He did an excellent job educating us on the Medicare process and explaining the options along with the corresponding financial impact. My husband and I feel confident with our decisions and feel that we can reach out to him at any time with future questions or concerns. I don't know that we could have navigated Medicare on our own. I highly recommend Ethan and the service he provides. I've already recommended him to a friend.

K Nizam

Ethan Dickerson is the best. I was so confused with all the options and nuances on Medicare that I didn't know what to do. I went to his seminar in Buffalo Grove and found to be extremely useful. I then scheduled a one-on-one appointment with him at his office. He was so clear and precise that I immediately knew which way to go. He gave me some options to consider and in the next meeting I signed up with Medicare. He helped with the sign-up process as well.

Cathy Sears

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 knowledgeable. I feel confident that WFSTA manages my money well and is concerned about my future. Thank All!

Frank Balzanto

Spent about two hours with Ethan Dickerson reviewing my current medical insurance and possible changes. Ethan is extremely knowledgeable and took as much time as I needed to understand the various coverages I may need. In short, we made the changes he recommended. I highly recommend Ethan to anyone in need of medical insurance, whether just signing up or looking for changes.