Lucas Group Financial Advisors + CPAs - Rockford (IL)

Carolyn Tobin We’ve been clients of Tim’s for a couple of years now. I love that he’s a local, grew up in the area, and maintains strong family ties here. He is knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance. It was hard to find someone we could trust with management of our hard-earned nest egg, but Tim is the right guy for us. I knew we needed help navigating the long-term, but honestly under-estimated just how important long-term tax planning is. Tim has a plan and we’re working it! In addition, he’s always educating himself and his clients; staying on top of new laws, trends, and the economic-political scene. I love the weekly videos and his way of explaining things in a way we understand. I also love the tools he uses; I can look at our investments from my phone 24/7. And if I need some cash for a purchase, it’s a text or phone call away. Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim. He’s the right one for us, and just might be the right one for you, too!

Walter Myers Thanks Chris for your professional review of all my insurance accounts. Again this year you were able to save me money.

Terry Henricks So I took a check written by one of your customers to get it cashed and your policy is not to cash it because it may be fraudulent check ..so everybody that walks in the door is a criminal... Nice attitude towards a future customer. Why would anybody set up a checking account with you if you cant write a check to somebody and they cant cash it at the local bank to which it is written, it seems like a very ridiculous policy. So Im assuming that anybody that walks in the door that is not a customer of your bank is somehow a criminal!assumthassuming anybody that isnt a customer of your bank

Jeremiah Mcelwee Very friendly

Jen Boudreau Marlon, Melissa, and their crew get business done at the drop of a text, email, or phone call. Super easy to communicate with them! Fast responses!

Linda M Irving I have had the pleasure of working with Tamara Wiley for almost a decade. She has been a great financial advisor. She is very professional, smart and trustworthy. I highly recommend.

Chris Plemmons I called Ty because my insurance rates kept going up. I liked dealing with State Farm but after I talked to Ty, I realized he was more upfront and more personal with me than any insurance company I’ve had before. They helped me drop my rate AND kept the same coverage I had before. Dropped it by nearly $100! Don’t hesitate to reach out to them and see what deals they can work for you.

Jessica Spour my husband and I wanted to turn our garage into a fourth bedroom and did not want to wait long. Brianne was delightful to work with. She was very knowledgeable about interests rates,term, etc. The entire process was fast and smooth She had us on our way to building our bedroom before we knew it. I would recommend Heights Finance of Effingham and especially Brianne to anyone!!!!