Sager Tax Services - Freeport (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.

Valerie Nurse Practitioner Marissa Frost is an amazing Nurse Practitioner. I call her Dr Frost because She basically is.She does everything my past Drs did, but she is more caring, and has great "bedside manners". She doesnt make you feel embarrassed when you have to talk about personal health problems. Anyone can learn whats in a book, but being a good Dr. Requires empathy, attention, thinking ahead, what prescription are covered by their patients insurance, sometimes trying different things, just so much , and shes never in a bad mood. If she was, youd never know it, because evidently she doesnt take her private feelings out on her patients. Shes very professional but yet very friendly. Shes very thorough, and she listens to what you are comfortable with. She has to make a lot of health decisions on a daily basis, and so far everything shes ever prescribed for me has given me a speedy cure, and I am very grateful to have Marissa Frost as my Nurse Practitioner, and if she wants to be a Dr. she will be, and a great one, at that.

Earl Epps Carfect got me a car within 2 hours i was in and out thanks to arturo raquel russo .great customer service.

Dr Clarence L. Holman They have helped my investment account grow to now 1.3 Million I’m very satisfied

Steve Talia is great to work with. She listens to your goals and provides good plans to hit them. Easy to understand, doesnt talk over you, and is very responsive. Also- the Edward Jones mobile app is very easy to use- wayyy better than Principals app. Easy 5-stars, and would recommend to anybody looking for a financial advisor.

Brandi Smith I’ve been in the financial services industry for over 15 years and have worked with a variety of teams—but none that match the level of care, detail, and attention that Abbie and Niralee bring to client service. Working at Osterbur Patel Wealth Management has been an incredibly fulfilling experience. Niralee leads with precision and thoughtfulness in everything she does, and Abbie brings a genuine energy and passion that makes both our team and our client relationships stronger. It’s refreshing to be part of a team that truly prioritizes people and goes above and beyond to make every client feel seen, supported, and valued.