Wealth Financial Services & Tax Advisory

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.

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.

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!