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

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!

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

Thanks to Neal T, my search for financial guidance didn't take long. What might take long... my…read moresessions with Ryan Thomas because we've got some work to do. Uh huh. I wasn't quite sure where to look. I mean... most planners are interested in us investing with them to take a cut of it all. Hey, it makes sense. Then there's the guys that want us to buy their books first. That's just awkward and reminds me of the guy with the question marks on his suit. Then there's the seminar types, and then there's the less organized advice from friends, colleagues and such. The thing is... I'm super organized in a lot of my life, so why not have a very organized life with a financial adviser. What's really organized? Yelp. That's where I found my adviser. I went in for my first face-to-face, consultation, and it went like this: "Ryan, I've gotta be very honest here or we're not going to get anything accomplished. I've been very, very bad with money in the past." So, the first quarter of the meeting was seriously therapeutic: Ryan needs to know where I'm coming from, what I am now and where we can go. A seriously transparent meeting -- not just on my end. He was incredibly up front about what he does, why he does it and how and why he gets paid, which at the end of the day... makes a whole lotta sense to pay someone who as his assistant said: "Ryan will be like your family doctor, just with money." Whoa. In just the first hour he really was. I went in to the meeting mired in my difficult past with money. I left with a clear vision of what I need to do now and what I can do in the near and far future for short term stability and long term peaceful progress. I'm one quirky quirk when it comes to money and he handled it tremendously. I can't believe I'll say this, but: I really look forward to my next (already scheduled) meeting with my financial adviser. Cheers to you Ryan Thomas.

After a few aborted attempts to work with financial planners The Wife and I walked into Ryan…read moreThomas' Edward Jones office and never looked back. I have a generally unfavorable view of the financial sector of our economy so it helps to have someone as patient and sympathetic as Ryan to work with so that we can use the tools that we feel comfortable with to build our family's safety net.

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

This location is staffed with some really patient, friendly, well-trained, and knowledgeable folks…read morethat will explain things to you and help you out. I go in here pretty regularly to make deposits and once or twice a year to discuss or learn more about financial planning. Schwab checking rocks, their retirement saving plans are legit too. I really love their customer service for both of these services.

I just learned of Schwab's High Yield Investor Checking account this afternoon as I was researching…read morethe best cards to carry while traveling abroad- and it sounds *amazing*! Schwab's checking/debit card comes with free ATM withdrawals around the world (the fees are refunded to your account), and regular debit purchases at stores and stuff as I was told have no FOREX (foreign exchange) fees. I had a snaffoo with the online registration (which is actually super simple), so I called their 24 hour helpline-- I was amazed I didn't get someone in a foreign country. The broker I was on the phone with was a real person, and he was so darn cool and I can't begin to tell you how helpful he was. ***Total call time: 1 HOUR 45 MINUTES of him giving me the 411***. Isn't that crazy? He walked me through registration, confirmed on his end that I was set to go, explained the processes of how the brokerage-checking account I signed up for works, how deposits work, how to expedite my checking card coming in the mail because I'm going on a trip soon-- and then.. The best Investing 101 lesson I've ever had. I took these classes in college but it all went over my head. He explained investment strategies, the definitions of everything, how to use their online tools-- basically demystified something I tend to stay away from dealing with, and made asking questions really easy. ... I don't remember his name, but (I think) he works in the Indianapolis office. and that he was 24 and super smart. I really felt like I have having an over the phone class tutor who was really supportive and patient. Best customer service I've ever had. I called back in to try to ask that he gets sort of recognition (each time you call you may get a call center in a different city) so they are going to track him down. But thank you so much!! and I'm excited to get my card and avoid all the transaction fees!

This is a revisit. I have used their services for several years. I initially was quite pleased. I…read morethought they were attentive and took their role of a fiduciary seriously. Most recently I received a LETTER advising me they had a plan for some new investments. The letter stated I needed to take action before May 10! The LETTER was posted May 9. Never any follow up. In July they contacted me to make an appointment. At my recent appointment I was introduced to Quinn Teague. I was very impressed he took some time to introduce himself and to have me do the same. I expressed my concern of the turnover in the office and industry. He reassured me that he had plans to stay. I hope the company offers him incentives. I feel quite comfortable that my investments are in the right hands. It's early days but I think this is headed in the right direction.

If I could rate a ZERO I would. I have just discovered that my money that I have invested with this…read morecompany is NOT where it should be. I discussed that fact that I would need access to my funds and I have now been told that since I took one withdraw out earlier this year - (COVID related) I can't take money out again without significant penalties and surrender fees. I am beyond angry. I trusted them to put my money where it could grow and I could assess it once in a while if needed. The advisor I worked with won't call me back. He has had a compliance officer call me. I worked too hard for my money and now I'm being told that I can't touch it - even to put it back in 45 days - without significant fees. Fiduciary duty...not even close. I will be filing a complaint with the SEC, Indiana Insurance Commission and the Attorney General. STAY AWAY!