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Find a Location

WilSave Financial has 1 locations, listed below.

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    Business ProfileforWilSave Financial

    Investment Advisory Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    1 complaints closed in last 12 months

    BBB Rating & Accreditation

    Accredited Since: 9/1/2016

    Years in Business: 40

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Overview

    Steve is:
    • A Fiduciary for advisory services
    • An Investment Advisor Representative
    • A Registered member of the national ethics association (NEA)
    • Insurance licensed

    Steve has helped hundreds of people plan for a better financial life. He works with those self employed, company employed, as well as those that work for non-profits such as schools, police departments, fire departments, the military, the post office and hospitals.
    He helps his clients avoid financial industry traps and manage as much risk, distress and confusion as possible. His main objective is to help his clients protect and grow their wealth by maximizing gains and limiting large losses, so they can best provide for their families and sleep well not worrying about their money.
    Steve treats the goals/objectives of each of his clients as if they were his own, in order to provide sound financial advice.
    Keeping up with the myriad of products and services offered in the financial industry in order to keep his clients in tune with the latest changes is one of the hardest things in this industry. Steve thoroughly researches all of the available options to identify the top solutions. When you meet with Steve, all of the recommendations he makes are extensively researched.
    Steve prides himself on being trustworthy, hardworking, genuine and caring.
    Steve feels we should never take life for granted. We should treating others with respect and live life to the fullest while maintaining strong long lasting relationships. Steve knows the secret to a fulfilling personal life is: helping others to fulfill their dreams while achieving his own.
    Steve's personal goals are stay healthy, physically, mentally and spiritually. To stay active with martial arts, outdoor activities and water sports, Continue to travel the world, visiting different cultures and lands and helping the less fortunate.
    He wants his clients to secure the peace of mind that they have adequate financial resources. He gives them sound advice so that they can achieve their goals and dreams; being able to do what they want, when they wish, without worrying what it costs or whether they can afford it. Steve believes in using safer money strategies to help his clients achieve their long term financial objectives. He feels everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated. As a fiduciary, Steve seeks the best solutions and only makes recommendations that are in the best interest of his clients.

    Business Details

    Location of This Business
    636 S River Rd Ste 302, Des Plaines, IL 60016-4624
    BBB File Opened:
    7/14/2016
    Years in Business:
    40
    Business Started:
    10/1/1984
    Business Incorporated:
    10/23/1997
    Accredited Since:
    9/1/2016
    Type of Entity:
    Corporation
    Business Management
    • Mr. Steve Shyman, Owner
    Contact Information

    Principal

    • Mr. Steve Shyman, Owner

    Customer Contact

    • Mr. Steve Shyman, Owner
    Additional Contact Information

    Fax Numbers

    • (312) 800-8522
      Primary Fax

    Phone Numbers

    Website Addresses

    Customer Complaints

    1 Customer Complaints

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    File a Complaint

    Customer Reviews

    1 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Malachy B

    1 star

    08/05/2023

    I am writing this review to share my deeply disappointing and disheartening experience at a recent dinner seminar held by your company. I attended the seminar with high hopes of gaining valuable insights and networking opportunities, only to be subjected to blatant discrimination based on my perceived age.Upon arrival at the seminar, I was met with an air of skepticism from the company owner, who seemed to judge me solely based on my appearance. Despite my impeccable qualifications and financial standing, it was evident that he deemed me too young to be a potential customer or participant in the event.The owner's assumption that I couldn't possibly afford the services or products being offered solely because of my perceived age is not only offensive but also unjust. Age should never be used as a measure of someone's wealth, expertise, or capability. It is disheartening to witness such discrimination in a professional setting, especially when the goal of the seminar was to provide valuable information to all attendees.I must highlight that age does not determine one's financial status or ability to make informed decisions. As a young individual, I have worked hard to achieve success and financial stability. Discriminating against me based on my age alone disregards my achievements and undermines my credibility as a potential customer.I firmly believe that everyone, regardless of age, should be given an equal opportunity to participate in events like this seminar and engage in meaningful discussions. Excluding individuals based on superficial judgments is not only unethical but also goes against the principles of fairness and inclusivity.In conclusion, I urge your company to reevaluate its practices and ****** an environment that values diversity and inclusion. Discrimination of any kind, including age-based discrimination, has no place in modern society and is detrimental to the growth and reputation of any organization.Sincerely,*******

    Local BBB

    BBB of Chicago & Northern Illinois

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