WSB LAKE COUNTY FINANCIAL EDUCATION CENTER - Waukegan (IL)

Debbie Parrish Steve Weers has been an exceptional finance advisor! We just got started with him and know how hard it is to trust someone with all your retirement money! Steve made my husband and I feel so comfortable and gave us so much hope for a great future! Our schedules are so difficult and Steve made it work coming in a weekend to help us out! What business person would do that? Steve makes you feel like family!! Thank you Steve for making us feel so comfortable and taking good care of our money baby!

anthony Galizia Kathleen is very knowledgeable when it comes to both your personal finance and your business finance. She helped me learn how to invest in my business. If you need any financial assistance, call Beyond Wealth Management!

Jarrett Russell My fiancé and I just recently got life insurance with the help of David and he made the entire process fun and easy. Life insurance can seem to be a complex and difficult topic but with great help from David we now have a comfortable understanding of the process. We are more than happy with how everything went and we now have peace of mind for the future. Thank you!