Lucas Group Financial Advisors + CPAs 1617 Temple Lane, Rockford, IL 61112
About the Business
Lucas Group Financial Advisors CPAs is a reputable institution located in Rockford, Illinois, specializing in accounting and finance services. Our team is committed to helping clients articulate their financial goals, creating comprehensive plans, and regularly reviewing progress to ensure those goals are met. We focus on educating clients on their financial options and providing guidance to make confident decisions.
Whether you are an individual seeking financial advice or a business owner looking to streamline operations, our tax planning and audit services can help alleviate responsibilities and free up your time. We are affiliated with Regulus Financial Group, LLC and Regal Investment Advisors, offering a range of investment options and advisory services to suit your needs.
At Lucas Group Financial Advisors integrated financial planning to help you achieve your goals. Our experienced team of financial advisors and CPAs are here to guide you every step of the way. Contact us today to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
1617 Temple Ln, Rockford, IL 61112, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been working with Kate for almost half my life now; no matter what financial life stage I am in, she is able to answer my many financial questions with professionalism and kindness. 5/5 would recommend!"
"I would recommend this company to anyone that asked. My mother was with them for years, and I have been also. Always helpful and willing to answer any and all questions. They made dealing with my financial future both easy and pleasant."
"Excellent accounting firm. Very pleased with everyone’s attention to detail. Have had the pleasure of working with them on very complex issues and they never disappoint."
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