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W Financial Services, Inc.
Jessica Wanek, CRPC
Chief Problem Solver, Partner
708-524-2791
jessica@wfinancialservices.com

W Financial Services, Inc.  is a financial services and
insurance services firm committed to helping you
improve your long-term financial success. Our
customized programs are designed to help grow,
and conserve your wealth by delivering an
unprecedented level of personalized service. We
work with our clients to come up with creative
strategies for their employee benefits, insurance
and financial concerns.

We encourage you to explore our site and learn
more about the services we provide. Should you
have any questions or would like more information
on our firm, please feel free to email us or call us at
(708) 524-2791. We look forward to hearing from you.

Latest Video Client Alert
Newsletters
  • Don't Let Rising Interest Rates Catch You by Surprise
    You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer
  • Future of the Federal Estate Tax
    While no one can predict the future, the possibility of tax reform is once again in the spotlight. If it occurs, it may very well include repeal of the federal estate
  • The Health-Wealth Connection
    It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet
  • What is a rollover IRA, and do I need one?
    Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds from an employer retirement plan like a 401(k). A rollover IRA is also sometimes
  • Can I roll my traditional 401(k) account balance over to a Roth IRA?
    Yes, you can make a direct or 60-day rollover from a 401(k) plan [or other qualified plan, 403(b) plan, or governmental 457(b) plan] to a Roth IRA,
    
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*Securities and advisory services offered through FSC Securities Corporation, member FINRA/SIPC. Insurance services offered through W Financial Services, Inc. and is not affiliated with FSC.

 

 

This communication is strictly intended for individuals residing in the states of Florida, Illinois, Indiana, Wisconsin and Michigan where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced.

 




This communication is strictly intended for individuals residing in the state(s) of IL and MI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.