Eric Van Ness, MBA, CFP® Waddell & Reed - Lisle, Illinois

Address: 4225 Naperville Rd # 225, Lisle, IL 60532.
Phone: 08615042.
Website: evanness.wradvisors.com
Specialties: Financial advisor.
Other points of interest: Identifies as veteran-owned, Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Eric Van Ness, MBA, CFP® Waddell & Reed

Eric Van Ness, MBA, CFP® Waddell & Reed 4225 Naperville Rd # 225, Lisle, IL 60532

☎️08615042

⏰ Open Hours of Eric Van Ness, MBA, CFP® Waddell & Reed

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Eric Van Ness, MBA, CFP® Waddell & Reed

Eric Van Ness is a knowledgeable and experienced financial advisor with Waddell & Reed, located at 4225 Naperville Rd # 225, Lisle, IL 60532. He can be reached by phone at 08615042 or via his website evanness.wradvisors.com. His specialties include financial advising.

Eric's office is wheelchair accessible with both an entrance and parking lot designed for easy accessibility. As a veteran himself, Eric is particularly well-suited to advise retired service members on their civilian financial planning and benefit options. With an impressive 5/5 average rating based on 19 reviews on Google My Business, Eric Van Ness and Waddell & Reed clearly provide top-notch service to their clients.

About Eric Van Ness

Eric Van Ness brings a unique perspective to his financial advising practice. Not only does he hold an MBA and CFP® designation, but he also served in the U.S. Army for several years. This time in service has given him valuable experience helping clients from diverse backgrounds chart the best course for their financial futures. Whether individuals are transitioning out of the military or facing other major life changes, Eric's practical and knowledgeable approach helps them make informed decisions about investing, retirement planning, and more.

Why Choose Eric Van Ness, MBA, CFP® Waddell & Reed

Specialized Experience: Eric understands the unique financial planning needs of retired military members, drawing on his own service in the U.S. Army.
Personalized Service: Eric works with each client to develop a tailored financial strategy that addresses their specific goals and circumstances.
Impressive Track Record: With an average rating of 5/5 from 19 reviews, Eric and his team at Waddell & Reed clearly deliver exceptional service and results.

👍 Reviews of Eric Van Ness, MBA, CFP® Waddell & Reed

Eric Van Ness, MBA, CFP® Waddell & Reed - Lisle, Illinois

Robb E.

5/5

Eric is knowledgeable and practical with his financial advice. He has worked with clients coming from a wide range of situations to help them chart the best course for themselves. With his time of service in the U.S. Army, he is also a great fit for retired service members, as he is familiar with their transition out of the military and the benefits available to them as civilians.

Megan M.

5/5

Eric is a very good listener, as well as extremely kind, patient, and knowledgeable. I would recommend anyone who is just getting started, has amassed wealth, or preparing their exit strategies to reach out and get a better understanding with Eric.

Margie M.

5/5

Eric and his team are top notch! Eric sits and listens to you and helps create the plan for the legacy you are trying to leave for those you love and cherish and that doesn't always happen in this arena. Thank you Eric! Much appreciated!

Blair

5/5

Eric is very knowledgeable and experienced, and he's just an overall stand-up guy. I recommend him if you're looking for a financial advisor that you can trust who will do a great job at helping your family reach their financial goals.

Karen W.

5/5

Eric is one of the most knowledable financial advisor I have ever worked with. Not only is he knowledgable he takes the time to listen to what is important to you and your family.

William H.

5/5

Eric takes the time to understand the specific financial goals for each person - and then is very creative to help achieve those goals. His is NOT a one size fits all, stay in the-box approach, but is very custom to my goals on my timeline.

Ben B.

5/5

Eric takes a long-term approach to investments and is always willing to talk through options and explain exactly what's going on. It genuinely feels like he cares about people, and I would trust him wholly with my finances. I highly recommend Eric if you're looking for a financial advisor!

Mary E.

5/5

Eric has been working with my husband and me for several years and we trust him completely with our financial planning needs.

I have referred Eric to several of my business allies, friends, and family knowing that they will be well taken care of by Eric and his staff.