wellsfinancialsvcs.com

Wells Financial Services is a family-led financial planning and wealth management firm based in Morrison, Illinois, serving clients locally and throughout the United States. Its team works with business owners, professionals, people approaching or living in retirement, and individuals beginning to build long-term financial security. The firm emphasizes thoughtful partnership, transparency, and recommendations designed with clients’ best interests in mind. With more than 50 years of experience and multiple CFP® professionals on staff, Wells Financial Services offers personal guidance and collaborates with outside professionals when client needs extend beyond its expertise.

Services include retirement plan creation and management for businesses, personal financial planning, tax-conscious strategies, and planning for business goals and continuity. Individuals can receive help with cash flow, debt management, major purchases, and long-term goals. For clients preparing for or living in retirement, the firm provides portfolio adjustments, retirement income planning, Social Security and benefits guidance, and support with estate planning. Wells Financial Services also highlights personal attention for clients across income and wealth levels.