We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

From the owner: Call today to schedule a free, no-obligation, financial consultation at (317) 503-3680. read more

Brenden has been managing my family assets for over 5 years. His performance during the pandemic…read moreoutperformed expectation. Truly ahead of the curve at every turn!

From the owner: Beaumont Financial Partners est. 1981: Your Gateway to Institutional Asset Management!…read more Contact: bking@bfpartners.com Minimum Investment: $500,000 Custodians include: #Fidelity Investments, #Charles Schwab, #Morgan Stanley Looking to maximize your wealth but feel stuck in the public market cycle? At Beaumont, we believe families deserve access to the same investment opportunities as Wall Street Giants. We're a Fee-Only Registered Investment Advisor offering a comprehensive approach to wealth management, including: Asset Management: Expertly crafted portfolios combining public markets with exclusive Private Investments like Private Equity, Real Estate, and Credit. Tax Planning: Strategies to minimize your tax burden and keep more of your hard-earned money. Financial Planning: A roadmap to your financial goals, encompassing retirement, estate planning, and budgeting. Why Choose Beaumont? Unlock the Potential of Private Markets: Access investments previously reserved for institutions, achieving true diversification. In-House Expertise: Our team of Institutional Asset Managers handles your investments directly, ensuring personalized attention and control. We are the architects of your financial future, not outsourced order-takers. ️ Data-Driven Decisions: We go beyond the surface with proprietary models, economic forecasts, and in-depth analysis to manage risk within your portfolio.

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

NSO is by far the BEST CPA firm out there!…read more Nina and her team are fabulous!! All of the staff are so professional and everything is done electronically so it's super easy to get them all of your documents! I'm so thankful I found them back in 2016 when I started my own business! They are so knowledgeable and very helpful!! They are conveniently located in Fishers, but like I said, everything is done online though the client portal! 5 stars!!!

Services provided by Nina were overpriced & time consuming. Lost months working with these people…read more I sent RFQ in Oct 2020 for three years of tax business & my returns didn't get completed until mid April 2021. At this point I decided to take my business elsewhere because I needed the money urgently for family matters. I went to H&R block and they offered to beat her pricing, met with me in person the next day after having phone discussion, & got the same work completed Nina quoted me done in ONE DAY. Initially my communications explaining the details related to my tax situation were with Nina exclusively. Shortly after getting my commitment for business she became completely detached from the conversation, & handed me off to her assistant who seemed overworked & short in her communications. It was quite difficult having to re-explain the same details to the two of them who never seemed to be on the same page on matters pertaining to my tax situation. Nina's team never offered to meet in person & by the time they finally got everything completed I had moved onto someone else. After having not filed the taxes she sent me an invoice saying I was 60 days late on pmt, and then sent emails with threatening undertones of lawsuits to get paid for the low quality work & insulted my character.

Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After…read morediscussion, we jointly decided maybe we weren't a candidate for his services. He did confirm a couple of my ideas and also gave me a couple of really good suggestions as well as some direction on where to pursue more information. He did all this with open mind even though he wasn't going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help.

From the owner: Guardian Wells Financial rests its stability and relevant advice on the shoulders of experience and…read moreintegrity. Recognizing the need for clear, concise, understandable financial information, we started our own company with a mission to provide retirees and pre-retirees with sound financial advice and a sincere needs based approach to protecting assets with financial instruments. We look forward to the opportunity to provide you with excellent service!

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value