Studio Wealth Advisory Group - Ameriprise Financial Services, LLC - Rockford (IL)

Anna Billingsley I was on the hunt for a new auto and renters policy, but I was having trouble finding the time to reach out to places to get some quotes as my renewal time was quickly approaching. Andy is someone I trust very much, so having his assistant Cara reach out to me to get the process started was such a relief! Cara made the process so easy and simple for me, and they ended being able to even get me the same coverage I had prior with a lower deductible. I am grateful for Andy and Cara for helping me get that taken care of so easily, and I am so happy I made the switch to Country Financial!

Melissa Bowen Matt was an absolute godsend! He made this process 100% easier to understand. Was available to answer any questions we had about the whole process. Buying a home can be stressful, but with Matt’s experience and guidance we felt comfortable and confident the whole way.

Dr. Mohammad Shamsuddoha I used to pay HOA here. They are not open everyday and I returned several times as I didn’t see google. They have window drop off system. Not sure how many things they are doing. Obviously they are working as accountant for so many. Are they doing taxes, not sure!

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.

Jane Baker I have at least a regular annual meeting with Alec. He is always available by phone or email for any questions/concerns. He has helped me update my property insurance coverage and take out a comprehensive policy. Most recently I had been thinking about getting life insurance. Alec pointed out how, at my age of 72, this was not a good option.

Kathryn Looft I had the pleasure of meeting with Connor earlier this year, and I couldn’t be more impressed. His service was truly outstanding! What stood out most was our thoughtful, well-rounded conversation—not just about retirement planning, but about overall financial success. We also spent time discussing healthcare needs in retirement, something I hadn’t previously considered. For the first time in a long time, I feel grounded and confident in the financial plans I have in place. I’m genuinely excited to continue working with Connor and highly recommend his services to anyone looking for knowledgeable and supportive financial guidance.

Kaitlyn Gorman Working with Scott has been a great experience. The guidance and support we’ve received has been fantastic. Scott’s always taken the time to understand our goals, answered all of our questions, and help us through our financial journey. The personal and thoughtful approach he takes is why we’d recommend Scott and his team at RWM to anyone!