MB Financial Bank - Chicago (IL)

Joseph White Paul, Nate, and everyone at Lewis Wealth Management are a pleasure to do business with. When it comes to finding a financial advisor, you want to make sure to find the right fit. This is the company! From the start, Paul has been honest and attentive of our needs. Always going the extra mile or putting in the extra hour for us. I highly recommend Lewis Wealth Management.

Alex Berry We have used Thompson Flaherty for going on 3 years now and every year we always leave feeling like they really took care of us. Not every year is the outcome we want as far as refunds go but Kelly always takes the time to explain the outcome and then give us advice for the upcoming year. He is very straight to the point and I really thinks cares for each of his clients. Looking forward to this years tax return!!

Amy Johnson Lorin and Melissa are easy to work with and if they need to change your plan they let you know in a timely manner. They are always looking out for their customers!