Miller Wealth Management Group, LLC - Decatur (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.

Ramona Reyes Tiffany and Megan at World Finance are amazing! They made the entire process fast, friendly, and stress-free. Their professionalism and genuine care for customers really stood out—highly recommend working with them!

Adam Gauze Long story short, I was reached out to by someone at this company as a friend gave my contact to them, I was not interested and let them know. A month or so later I got another call, and to be honest, I did hang up once I realized that once again I was being solicited. Below is the voicemail I was left, in my opinion this is beyond unprofessional, I too work in sales and when hung up on, you move on. There is no place for a voicemail like this to be left. “Hey this is David about Nick you just hung up on me again I wanted to let you know Im not gonna try and call you again but Im not trying to tell you anything Josh just thought we get along I think he was probably wrong there based on the fact that you hang up on somebody and um I just wanna let you know that I was trying to help you um but it doesnt seem like we do good fit so dont worry…” The tone of voice is also not pleasant, again, I understand that hanging up is not the best thing to do, but when already telling someone youre not interested and being bothered while at work, it gets old quick.

Milburn Family Tristan was able to get us set up with a home/auto/motorcycle bundle cheaper than what we were paying before. Not just this but made sure the premiums made sense, was able to work around my fiancé’s work schedule and was all around a pleasure to work with! If you’re considering shopping for insurance, I recommend giving Tristan a call for a hassle free quote!

Rick Planos I have to admit, I have never before had a financial advisor I liked. That probably accounts for my lack of success in that arena as well. I’ve recently moved my assets to Brian Atkins at Significant Wealth Partners in Cary and Deerfield and cannot rave enough. Not only is Brian quick, thoughtful and efficient, he is also the smartest guy in finance I’ve ever worked with. The formulas and algorithms he uses are mind blowing. I finally feel like that part of my life is well managed and has a positive trajectory because it is being handled by the best guy in town!

T “Tee” Just started with the company so far they are keeping me Moving. Simple and easy Long as you can follow simple instructions and deliver on time and pick up on time and keep a positive Attitude and mindset all well. The company is family owned and everyone that I have met has been pleasant and very supportive including the owner Joe. So another thing that I have noticed is that the people have longevity with the company they’ve been with the company for years 20 years 15 years and 5 years That speaks volumes about the company itself if people were not happy they would not stay that long so so far I feel like I came home to a good thing and they have flexible work schedules as well.