Reviews for Lockshield Partners Financial Services

Mar 2024

Drew Thompson is very knowledgeable about taxes, specially in self employed and small business. He know all the ins and the outs and he has your best interest at heart. Highly recommend
Mar 2024

Dan and his staff are very knowledgeable and friendly. We have been clients of Dan’s for more than 20 years. If you’re looking for a financial advisor, who offers timely, sound advice on all things financial, we highly recommend Dan and Lockshield Partners!
Mar 2024

As self-employed small business owners, my husband and I constantly stay busy having to wear so many different hats. Juggling finances/taxes/planning for the future has always been one of the biggest pain points for us - constantly feeling worried about not being prepared for the future (or filing taxes incorrectly) was a feeling that was always looming over our heads. We are SO thankful to have been recommended to Lockshield two years ago because it truly feels like a one-stop shop for all of our financial pain points. We absolutely love working with Clark as our financial planner and Drew as our CPA. They keep us focused on our financial goals (both for our businesses...read full review

From Lockshield Partners Financial Services

Together, We Plan. Lockshield Partners Financial Services takes a full-picture, proactive approach to your finances by offering investment management, retirement planning, estate planning, charitable planning, and more. For Accounting and Tax Services, please contact Lockshield Partners Accounting Services at 270-651-3013 or visit our website.