Tinley Park, IL – March 16, 2018 – Financial consulting today is typically tied to a salesman posing as an advisor pushing a financial product to earn steep commissions. The new financial advisory firm Wisely Advised does things a little differently; their approach to managing money and assets for clients is a fiduciary one, offering objective and unbiased service aimed solely at the success of its clientele.
Wisely Advised serves southern Chicago with financial advice, wealth & money management and retirement planning for individuals, families and businesses. Founded by Tony Velasquez and Chris Deems, experts in finance and accounting, the firm does not accept commissions from third parties, and undertakes its fiduciary duty revolving around excellent advice, care and personalized view of short and long term goals.
As an integrated accounting and investment advisory firm, Wisely Advised goes beyond just numbers, and zeroes in on the specific motivation of their clients to set the right objectives. For bookkeeping and accounting work, the firm understands small business challenges and offers owners freedom to grow and manage their business while it takes care of the accounting, tax and payroll routines.
“Our goal is to offer ongoing Financial Planning and Investment Advice, not to sell high commissioned products to our clients. We believe that every client’s financial situation and goals are unique. When you work with Wisely Advised you get a tailor-made approach to managing your assets and planning for your retirement,” says Tony Velasquez
Staying away from the conventional ‘one size fits all’ approach, Wisely Advised aims to impact lives in a positive way, and is deeply committed to the values of respect, honesty, and adherence to the client’s goals. By providing both accounting and investment advisory advice under one roof, Wisely Advised is charting a new territory that brings the best of financial advice, wealth management, tax solutions, and retirement planning designed for and focused solely on the clients.
Company Name: Wisely Advised
Contact Person: Peter Wallach
Address:7801 W. 159th Street
City: Tinley Park
State: IL 60477
Country: United States