Wilsave Financial

Wilsave Financial Reviews

Excellent rating
     
5.0 | 90 reviews
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Wilsave Financial
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5.0

| 90 total

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mark Sblendorio
mark Sblendorio 2025.12.04
     
Steve does a great job of taking you where you are at and moving you forward. Hopefully to a retirement with abundance.My wife and I plan to retire in a couple years and am feeling much better about it than when we first met with Steve.
Ayumi Takarabe
Ayumi Takarabe 2025.10.14
     
Steve and Vivina lead a well-informed team of professionals who are always available to help. The team members' expertise and thoughtful planning have greatly supported my family and me. It is a pleasure to be able to work with WilSave.
Steve Wong
Steve Wong 2025.09.23
     
My wife, Nancy, and I just got back from our first Wilsave member appreciation bingo event. It was a great event with a great dinner, ambience, raffle prizes, and an opportunity to win a 55” big screen TV. The event was very well organized and we had fun. But the only disappointment was Nancy was only one number away from winning the TV.! Also, we are glad we are clients and look forward to reviewing our returns on our first year anniversary. But Steve Shyman and his staff did an exceptional job in taking care of us clients with tonight’s bingo event. Steve W.
Elena Popa
Elena Popa 2025.05.17
     
Excellent experience. Steve is our investor. He is great. Very informative, friendly and his team always call to remind you about appointment, seminars . He always has Customers Appreciation dinner. Ruffles, bingo and very good food.Lots of fun. Most of all, our money are invested well so we won't loose any. Highly recommended.
Roxane DontSendEmailHere
Roxane DontSendEmailHere 2025.03.31
     
Now I feel bad about wrangling Steve to the ground to make us trust him. We just can't afford to make a mistake as we go into our Tender Years in very uncertain times. So glad we did this. I didn't have a great big nest egg myself, so I can sleep better at night having handed it over to one of the associated organizations that disburses my money to me on a monthly basis. In a few years' time, the amount I put in will have been exhausted, but I will keep receiving that monthly shot in the arm for the rest of my life. With the state of Social Security such as it is today (2025), it might be all I end up with.
Allen Erbrederis
Allen Erbrederis 2025.03.30
     
Outstanding Financial Advisors! Put their clients needs in the forefront. Great at keeping aware of new promotions.
Joe Perri
Joe Perri 2025.03.30
     
Excellent advisors! Steve always takes the time and care to provide great advice to carve out our financial future!
John Kulesza
John Kulesza 2025.03.29
     
I just started investing with Willsave and it looks it's a great choice.
Gita Patel
Gita Patel 2025.03.29
     
We love our services with Wilsave. Steve is so helpful
Frank Kraut
Frank Kraut 2025.03.29
     
These are real people who care about their clients. I'm talking about a special.kind of love that iyou wot find elsewhere in the finance world
Vivien Braceros
Vivien Braceros 2025.03.29
     
Steve, Viv and rest of the staff are wonderful to work with. Very knowledgeable in how we are able to protect our hard earned money.
Ed Letchinger
Ed Letchinger 2025.01.29
     
Steve Shyman is the heart and soul of Wilsave Financial. He brings to his clients a philosophy of investment for limited risk, probably making this most appealing to those ramping up their planning for retirement We trust Steve and are satisfied clients.
Jen Podgorski
Jen Podgorski 2025.01.11
     
We feel very comfortable investing with Steve. He cares about your money as much as you do. He's a knowledgeable guy - give him a try. There is no pressure!
Lora Hattendorf
Lora Hattendorf 2025.01.10
     
We feel personally known and cared for with our own interests the priority of the folks at WilSave. We highly recommend taking a look especially with their A+ rating. We are grateful!
Obie1 Obie
Obie1 Obie 2025.01.10
     
Steve and his team were GREAT for us to work with! We wanted to get some money in our retirement funds to be safe from market drops, with so many stocks at all time highs. Trustworthy, honest, likes to keep it simple and safe! I'd recommend attending a dinner seminar to hear directly from Steve and see if what he offers is right for you! We were never pressured- he does not push services or products. He invites the conversation in case his experience can help you!! Highly recommend!! Now that we are members, the member benefit events are fun and thoughtful!

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