Financial Planners near Lawrence

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“I have known Scott Johnson professionally and personally for over 20 years. You won't find anyone with more integrity and loyalty in the advisor business. I would highly recommend him to anyone.“

“I have worked with Brendan for the last 10 years on both retirement plans and life insurance policies. He has demonstrated that he has extensive knowledge about both topics and how to integrate that knowledge into a beneficial tax strategy that will pay off when I plan retire.“

“Working with Quentara was absolutely wonderful. Her time and attention made us feel like million dollar clients. We are certainly not million dollar clients, just a regular family looking for support with budgeting and financial planning. Thank you Quentara!“

“The Team at Lewis Financial Services have helped me tremendously as I had no experience investing at first. The Team is always available to answer questions and walk you through the financial planning process. I am so thankful to have financial advisors I can trust and know always have my best interest in mind. I am happy with my investments because I am confident in my understanding of where my money is going and know it is being taken care of. I highly recommend Lauren, Matt, and Jeff of Lewis Financial Services if you are in need of financial planning assistance!“

“Caleb is a great CFP to work with! He helped me set up life insurance policies for my 3 daughters and has provided me with guidance on investing for my families future. After meeting in person, he has kept in constant contact with general information in the market as well specific info pertaining to my situation.I just turned 41 yrs old and I feel like a real adult knowing I'm securing a future for my little ones :) Thanks Caleb and Co.!“

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