Lucas Group Financial Advisors + CPAs

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.