IPI Wealth Management - Quincy (IL)

Susanne Roa Was given explicit instructions as to what I wanted him to do. He did not return my phone calls and did not take the action I specified. When he did call he would try to talk me into doing something I did not want. What should have been taken care of within a week dragged out to months and I finally had to get very stern and forceful acting. I would never let him be in control of my money.

Richard Hodges Wonderful staff to work with. TJ is on top of all the tax laws and very knowledgeable. Weve had them doing our taxes for several years and highly recommend them.

Richard Niemann Been a 25 year client...no complaints and financial freedom

Amber House The ladies who helped me were wonderful! They were efficient and kind. They explained things thoroughly as needed. Overall great experience. Thank you!

Katy Newcomb We have worked with Amanda for several loans now, and she has always been responsive and informative at every step of the process. She helped make the application process easy with helpful tips regarding the software. From the initial phone call with me wondering about an option to help cover college costs for our oldest to finding a convenient closing date and explaining what each paper we were signing at closing meant, Amanda always made me feel confident in the financial decisions we were making.

Gayle Johnson TJ Lewis & Associates is our go-to for everything we insure!! From our home, vehicles, and personal items to our Business as well. Give Adam a call and he will get you all set up!!!!