At Wealth Financial Services & Tax Advisory we believe in an educational approach and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health.
Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory. Wealth Financial Services & Tax Advisory provides investors custom-tailored strategies to meet short- and long-term needs.
Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory. Wealth Financial Services & Tax Advisory provides investors custom-tailored strategies to meet short- and long-term needs.
Services
At Wealth Financial Services & Tax Advisory, our main objective is to help our clients accomplish their evolving investment aspirations and goals in today's complex investment marketplace. The advice and recommendations you'll receive are custom-tailored to you, factoring in your risk tolerance, desired returns, time frame, and income specifications.
Saying goodbye to a loved one is never easy, but the rising cost of funerals can make it all the more difficult. At Wealth Financial Services & Tax Advisors, we pride ourselves on crafting funeral plans that are carefully matched with the needs, wishes and budget of each individual. We specialize in working with our clients to thoughtfully and effectively customize every service to satisfy their unique requirements.
Income planning for retirement can be a daunting task for many retirees because there can be a lot to learn, and to many people a lot of the information is new. Whether you are just setting out on your retirement journey, or it is already well underway, you may be skeptical of whether you'll have enough retirement income to maintain a comfortable and enjoyable lifestyle.
Some retirees are concerned with the impact a market loss may have on the future of their income and assets. Others are looking for a reliable income stream. Still others actually underestimate the impact of a market loss. For that reason, we offer a number of insurance solutions that can be used to protect more than just your physical assets.
Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it's most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.
Reviews (14)
Aj Derico
Jan 26, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
I started working with Jordan and his team after I saw him on a Sunday morning financial show in 2020. Jordan and team provided me with a solid long range financial plan. I would recommend them to all who need help with their individual wealth creation.
I started working with Jordan and his team after I saw him on a Sunday morning financial show in 2020. Jordan and team provided me with a solid long range financial plan. I would recommend them to all who need help with their individual wealth creation.
Joyce Valentine
Oct 23, 2021
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WFA has been managing my retirement investment since 2011. I met Tom and immediately knew I was dealing with a sincere truthful individual. I trust his advice and management of my investments. As we all know today trust and ethics are so rare when you find it, one holds on to it. The other members of WFA posses the same caliber and consistency of work ethics of a business person as does Tom.
Shirley Walker
Sep 29, 2021
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Positive:Â Value
When my husband Died I was at a lost. A friend told me about Tom Flowers, Tom helped me get things going financially for my future. It has been sixteen years and they are still keeping me financially strong. A company who cares. Thank you Tom Jordan , Sofia, Keith and the Wealth financial staff---S Walker
When my husband Died I was at a lost. A friend told me about Tom Flowers, Tom helped me get things going financially for my future. It has been sixteen years and they are still keeping me financially strong. A company who cares. Thank you Tom Jordan , Sofia, Keith and the Wealth financial staff---S Walker
Judy Martins
Aug 14, 2021
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I have worked with Tom and Jordan for over 10 years. They have put me into the best 5 annuities I own with the highest interest and bonus rates available at the time. I can count on them to suggest ways to reallocate my funds to make the best income each year. Tom and Jordan keep me apprised of new opportunities as they become available and make recommendations that help me with tax implications. They know me well and always have a diet coke ready for me when I come to their office. Working with them and their staff is like working with trusted friends.
Terri Streng
Aug 01, 2021
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Knowing we had to start looking at retirement soon, I attended a social security benefits meeting at a local community center a few years ago. Jordan was the presenter for that night. He was very professional and made the information easy to understand.. We then decided to meet with him and review how to even start to decide timing of taking out Social Security and how to make our money work for our retirement. He has helped us see ways we can earn more money in safe venues. We like that he listens to our concerns and works well with our "conservative" nature. Also, he is easy to reach and makes
Mike Murin
Aug 01, 2021
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Working with Jordan Flowers has put our retirement on a great path. He is knowledgeable, professional, and genuinely cares for our financial and personal well-being. Jordan checks in without being overbearing and really knows his stuff. Easy to talk to and more than patient. I feel as though he is personally watching out for our best interests on a day to day basis.
Stan Cebrzynski
Jul 24, 2021
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I met Tom Flowers at a financial educational seminar he was hosting in our county. The information was very informative and Tom did not try to "hard sell" anyone on anything. (This always impresses me because I hate anyone trying to hard sell me).
He offered us financial counseling from Wealth Financial only if we were interested. We would have to make the call to him.
To make a long story short, I sought financial advice from Tom about eight years ago and I haven't been sorry. Both Tom and Jordan are extremely knowledgeable in financial planning. As Tom explained, they are a fiduciary with the
He offered us financial counseling from Wealth Financial only if we were interested. We would have to make the call to him.
To make a long story short, I sought financial advice from Tom about eight years ago and I haven't been sorry. Both Tom and Jordan are extremely knowledgeable in financial planning. As Tom explained, they are a fiduciary with the
Deanna Larkin
Feb 26, 2021
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Friendly. Thorough. Trustworthy.
Losing my job after 24 years with the same company in the middle of a pandemic and with a disability, was quite traumatic and made me very anxious. However, from the moment I walked into the Wealth Financial Services and Tax Advisory office, I felt at ease. I was greeted by a friendly staff, and the advisors I met with were thorough in their explanations while also listening to my goals and needs. I left their office feeling confident I made the right choice and felt my anxiety melt away. Knowing my financial needs and goals are in such trustworthy hands has been
Losing my job after 24 years with the same company in the middle of a pandemic and with a disability, was quite traumatic and made me very anxious. However, from the moment I walked into the Wealth Financial Services and Tax Advisory office, I felt at ease. I was greeted by a friendly staff, and the advisors I met with were thorough in their explanations while also listening to my goals and needs. I left their office feeling confident I made the right choice and felt my anxiety melt away. Knowing my financial needs and goals are in such trustworthy hands has been
Nancy Strissel
Sep 24, 2020
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Jordan and his team are amazing! He is our trusted advisor keeping the lines of communication open updating us on current financial issues and opportunities. He makes complex financial concepts easy to understand. Our confidence in our financial future has heightened since working with Jordan. He is patient and explains in terms we understand, Jordan puts us at ease!
Wealth Financial Services & Tax Advisory has a support team with a broad range of experts meeting our specific needs. This team approach ensures we get professional advice to meet investments, wealth management, tax services, insurance
Wealth Financial Services & Tax Advisory has a support team with a broad range of experts meeting our specific needs. This team approach ensures we get professional advice to meet investments, wealth management, tax services, insurance
Anatoly Yaroshevich
Jun 29, 2020
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Wealth Financial Services and Tax Advisory has been managing my retirement funds for several years. I have found them to be very responsive to my needs and very helpful. Thomas and Sophia know their products really well. They treat customers exceptionally well and I always trust them. They always provide me with a good advice and alert me in a timely manner if needed.
Kudos to them all
Kudos to them all
Dan J.
Apr 16, 2019
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Edward D.
Mar 23, 2019
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My wife and I had our 2017 taxes prepared by WFSTA because they sent us a promotion that stated we would be charged $89.00 for their services that year and for years to follow. WFSTA prepared our taxes and we were pleased with the work they performed for us.
We returned this year for our tax preparation. I was handed a new Letter of Agreement to sign that stated that their services were now $149.00 for this year and years to follow. I questioned the increase since I already signed a letter last year. I was told that you have to sign a new letter each year in order to have WFSTA prepare your taxes
We returned this year for our tax preparation. I was handed a new Letter of Agreement to sign that stated that their services were now $149.00 for this year and years to follow. I questioned the increase since I already signed a letter last year. I was told that you have to sign a new letter each year in order to have WFSTA prepare your taxes
Dani L.
Mar 30, 2018
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Ana D.
Feb 11, 2017
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