WilSave Financial Email Format

Financial ServicesIllinois, United States2-10 Employees

WilSave Financial operates in the financial services sector, offering portfolio guidance and management aimed at protecting client principal from market declines while pursuing competitive returns. Its guiding principles emphasize safety, competitive performance, and keeping the process straightforward. The company is based in Mount Prospect in the Midwest. 

The firm divides its practice into two money-management categories: funds that are fully protected from market risk and assets exposed to the market but managed with techniques designed to limit losses during downturns. Its service offerings span financial planning, financial advice, wealth management, and a broad range of investment and insurance products, including stocks, bonds, mutual funds, exchange-traded funds, annuities, REITs, life insurance, long-term care insurance, and retirement vehicles such as 401(k) plans with tax-free and tax-deferred options. Investment advisory services are provided through Brookstone Capital Management, LLC, with WilSave Financial operating independently of BCM.

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