Coleman and Thomas at Lakeshore Advisors have been amazing resources from day 1. They continue to provide personalized service for my current and future financial needs.

They are always available and answer any range of questions I have, simple or technical.

I have always believed that excellent financial advisors make you smarter in the process and they continually exceed that mark, treating me as a friend, not just a client. I trust them in every aspect of my finances. I highly recommend their services!

I’ve had an excellent experience working with Coleman and Thomas at Lakeshore Advisors.

From the beginning, they’ve been professional, knowledgeable, responsive, and genuinely focused on helping me make informed financial decisions.

What I appreciate most is that they take the time to listen and understand my goals instead of taking a one-size-fits-all approach. They explain things clearly, answer questions thoroughly, and make sure I understand the strategy behind the recommendations we discuss.

Most importantly, I trust them. They’ve built a relationship with me that goes beyond numbers and investments, and I truly feel like they have my long-term financial goals in mind.

I would highly recommend Coleman, Thomas, and the team at Lakeshore Advisors to anyone looking for knowledgeable financial professionals who value relationships, communication, and doing things the right way.

Working with Thomas has been an absolute game-changer for our financial peace of mind. We are absolute beginners in this feild.

From our very first meeting, he has taken the time to truly understand our short-term needs and long-term goals, rather than just pushing standard investment products.

We researched a handful of financial advising companies and felt most comfortable here. Great decision!!!!

They excel at breaking down complex financial concepts into clear, actionable and understandable steps. We never feel rushed or judged, and their communication is always prompt and professional. Thanks to their strategic guidance, we feel incredibly confident about our financial future and retirement path. If you are looking for a knowledgeable, trustworthy, and genuinely caring financial advisory team, I cannot recommend Lakeshore Advisors highly enough!

I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations.

What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes.

Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Coleman at Lakeshore Advisors has been such a steady and thoughtful guide for me financially.

He genuinely cares, takes the time to explain things clearly, and makes what can feel overwhelming actually feel manageable and easy!

I trust him completely and feel really confident about my financial future because of his guidance.

Coleman has been our financial advisor for many years now, and we’ve followed him through several career moves and firm changes to where he is today — running his own firm, which he abs

olutely deserves.

He originally worked closely with my mom, and as her health has declined, he’s helped me step in and take over everything in a way that felt smooth, clear, and really well cared for. That alone meant a lot to me.

Coleman is incredibly intentional with our situation, patient when explaining things we don’t understand, and always thinking a few steps ahead. His help has gone far beyond just managing investments — he’s helped us walk through estate planning, tax strategy, and the bigger financial picture as a whole.

I’m consistently impressed by his professionalism, and I’m genuinely thankful to have him in our corner. I truly don’t know where we’d be without him.

Working with Coleman at Lakeshore Advisors has been a smooth, transparent, and rewarding experience for both my wife and me.

From the very beginning, Coleman has made sure that we’re both actively engaged in our financial success.

His expert guidance and commitment to our goals have made all the difference in our financial journey. We truly appreciate his professionalism and personalized approach.

Coleman is incredibly knowledgeable in all areas of finance.

My husband and I were looking to start investment accounts and he really took the time to explain how they work because we didn’t know much. He’s been super hands on every step of the way and answers any questions we have quickly.

Highly recommend Coleman and Lakeshore Advisors!

I cannot recommend Coleman and Lakeshore Advisors enough! Choosing a financial advisor can be scary and challenging.

After meeting with several advisors, Coleman stood out by his ability to listen to our immediate needs and long term goals and also his overall responsiveness.

He is always there to answer any questions we have. He has proven himself in the 4 to 5 years we have worked with him — he has made wonderful recommendations to set me and my family up for financial success.

Coleman has taken the time to get to know me and my family and has shown that he can deliver results.

I’ve been working with Coleman for several years, and I couldn’t be happier with the service and guidance provided.

Coleman is highly knowledgeable, patient, and pays great attention to detail. He took the time to thoroughly explain every option and created a plan that works well for my family and I.

I highly recommend Lakeshore Advisors to anyone looking for personalized, trustworthy, and expert financial advice!

Exceptional financial planning with Coleman DeWitt & Lakeshore Advisors! We cannot say enough great things about Coleman DeWitt, Certified Financial Planner at Lakeshore Advisors.

He has been handling all of our father’s accounts with the highest level of professionalism, integrity, and expertise.

Since working with him, every account has seen impressive growth, demonstrating his strategic and thoughtful approach to financial planning.

Beyond his financial acumen, Coleman stands out for his outstanding communication. He keeps us informed every step of the way, explaining complex financial matters in a clear and accessible manner. His consistent updates and proactive approach give us complete confidence in his abilities. It’s rare to find someone who combines deep industry knowledge with such a personal and dedicated touch.

If you’re looking for a financial planner who truly cares about his clients’ success, we highly recommend Coleman DeWitt and Lakeshore Advisors. They are simply the best in the business!

Coleman has been providing financial advising services to me for the past 4 years.

If you are looking for someone who is quick to respond, knowledgeable, honest, and has your best interests in mind then Coleman is the man for the job.

Lakeshore has always made me feel valued and understood my investing goals. Great company and would 100% recommend!

We have had the pleasure of working with Coleman for over two years, and during this time, we have been consistently impressed by his expertise and professionalism.

Coleman goes above and beyond to address our questions and concerns, always ensuring we feel informed and confident in our financial decisions.

We feel fortunate to have found such a dedicated financial adviser to guide us in planning for our future goals. We highly recommend his services to anyone looking to achieve their financial goals.

Coleman has been our advisor for the last 3 years. He has always answered every question or concern with professionalism and backed up his advice with data.

We have been very happy with his management of our retirement account.

Due in part to his service I’m looking forward to retiring earlier than expected. We look forward to working with him until our “plan ends”.

Finding a financial advisor who genuinely is invested in your thriving is rare.

Coleman with Lakeshore Advisors has knowledgeably opened the doors for us to step into greater financial freedom and security. My consistent thought has been “I wish I would have started working with Coleman ten years ago.”

I appreciate that at Lakeshore Advisors we feel we have received the most up to date knowledge, innovative thinking and immediate responses to our concerns. This is such a high caliber company that I will for sure be a life long client!

I recently had the pleasure of meeting with Coleman from Lakeshore Advisors, and I was thoroughly impressed with the experience from start to finish!

Coleman took the time to explain everything clearly and in a way that was easy for me to understand.

As I’m just starting out on my own, he’s been incredibly helpful in guiding me through creating a budget and exploring the best options for managing my student loans. I feel confident and supported in working with him.

After meeting with several financial advisers, we knew Coleman was the one for us.

He is able to eloquently articulate what is happening in our portfolio and what it will look like down the road. He is also able to put our minds at ease, one of us wanting to invest more aggressively and one more conservatively.

We would highly recommend Coleman to anyone looking for a financial advisor!

Coleman is an amazing financial advisor!!

Anytime I have questions about my finances or financial future he is always quick to respond with in depth answers and an outline of the correct steps to better my future!

Coleman has helped me with my finances a little over a year now and I’ve never felt more confident and comfortable with my money and investments (which has increased) than I do now!

Coleman is professional in every sense of the word. We have been with him for many years and have always been impressed with his attention to detail and care with our finances.

If you are looking for an advisor I cannot recommend Lakeshore Advisors enough.

Coleman took the time to get to know me personally to fully understand who I am, what my current needs are, short term and long term goals.

He goes above and beyond to ensure that you understand the process and manage expectations well.

I would highly recommend him for your wealth management needs.

I was recently introduced to Coleman DeWitt from Lakeshore Advisors, and my experience has been nothing short of outstanding.

He is incredibly knowledgeable in his field and has taken the time to educate me on investments, while also introducing me to various tax strategies to help achieve my financial goals.

I genuinely appreciate his time and expertise, and I highly recommend him to anyone seeking a strategic, trusted advisor.

Coleman DeWitt is a wonderful financial advisor. He listens intently to ensure he understands our needs and goals to develop a customized plan for our family.

He’s kind, professional, and a person of integrity who is a pleasure to work with.

We’re grateful to have found such a great fit for our family.

I have worked with Coleman for about 6 years now and he continually impresses me. Not only is he very communicative and knowledgeable, but his integrity is top tier.

He consistently looks out for others above his own bottom line, breaking the mold of how most other financial advisors operate.

He has an extensive menu of investment options with smooth onboarding and I trust him wholeheartedly. 10/10 recommend

My experience with Coleman at Lakeshore Advisors was great. I took my time in choosing the right advisor. I chose Coleman ultimately because I trust him.

Very professional, respectful and strategic. I would recommend him to anybody looking for a trusted advisor.

Been working with Coleman for three years now and am extremely happy with his and Lakeshore’s services and advisement.

It’s abundantly clear he’s thoughtful and data-driven in his approach and tailors his approach based on my individual needs and circumstances.

He consistently keeps me informed and engaged in the best strategies for my financial future.

I have interviewed numerous financial advisors before selecting Coleman — he is the full package delivering financial planning, investment strategy and tax planning with incredible service!

Working with Lakeshore Advisors has been a great experience. My wife and I are new to investing, and Coleman, our advisor, has been fantastic.

He is patient with our questions and explains everything clearly so we can be confident in our future financial outcomes.

Lakeshore Advisors states their desire to expand their clients financial freedom and this statement becomes evident through all their actions. We are so happy to be a client of Lakeshore Advisors!

I was looking for a financial advisor that I could build a relationship with that could help me with all things financial for the rest of my life as well as life planning.

Coleman was perfect for that role. He is professional and knowledgeable and takes his client’s specific needs into consideration.

I have since referred him to family and friends as well.

Coleman did an excellent job pointing me in the right direction on many different things setting me up for present and future success.

My accounts have grown tremendously over time while working with Coleman. I highly recommend working with him!

As a small business / self employed person, Coleman brings everything you may possibly need to the table.

He helped me start my consulting company by answering millions of questions I had, including how to get my health insurance (yep he has someone who can help — Laura, fantastic!), tax saving strategies/planning, what about taxes (yep he has someone who can help — Sam is awesome!), legal side as well.

He also is part of the meetings and helps you understand and remind you of what was discussed. He is well known in the community and has a network of colleagues that help you feel comfortable and not alone in this process. Definitely blessed to have his expertise and professional support. Looking forward to starting a few other businesses with his help! I wouldn’t consider anyone else to be my financial advisor, but obviously he provides a much more well rounded approach to helping his clients develop their business dreams into reality. Thank you Coleman!!

The team at Lakeshore Advisors is top notch. Friendly, knowledgeable, and grounded in integrity.

I always feel comfortable talking through decisions, and I trust their guidance completely. I highly recommend Coleman and his team.

The guidance and advising my family has received from Coleman DeWitt has been life changing. He has walked our family through overwhelming financial decisions.

He has given us hope by providing a detailed plan and path for a thriving future.

Coleman DeWitt has provided our family with valuable investment advice, estate and retirement planning and recommendations, and strategic business assistance.

We highly recommend as a strategic investment advisor.

If you’re looking for a financial advisory firm that seeks to truly educate, inform, and guide your financial investments with integrity, then this is your place.

The care and intentionality are truly impressive and inform the tailored investment strategy for you and your family.

We look forward to our children’s children partnering with Lakeshore for many years to come!

Coleman DeWitt showed great understanding and care with my financial needs.

His personal attention to my questions and his ability to communicate clearly has given me great confidence that my financial future is on track.

Have had the pleasure of working with Coleman and his team for a couple years now and have been thoroughly impressed. Big fan of Lakeshore.

Coleman is very thoughtful in his approach and tailors services to the clients needs. We have appreciated his expertise.

Coleman was so incredibly helpful, as we navigate our family’s financial future!

Coleman and Thomas at Lakeshore Advisors have been amazing resources from day 1. They continue to provide personalized service for my current and future financial needs.

They are always available and answer any range of questions I have, simple or technical.

I have always believed that excellent financial advisors make you smarter in the process and they continually exceed that mark, treating me as a friend, not just a client. I trust them in every aspect of my finances. I highly recommend their services!

I’ve had an excellent experience working with Coleman and Thomas at Lakeshore Advisors.

From the beginning, they’ve been professional, knowledgeable, responsive, and genuinely focused on helping me make informed financial decisions.

What I appreciate most is that they take the time to listen and understand my goals instead of taking a one-size-fits-all approach. They explain things clearly, answer questions thoroughly, and make sure I understand the strategy behind the recommendations we discuss.

Most importantly, I trust them. They’ve built a relationship with me that goes beyond numbers and investments, and I truly feel like they have my long-term financial goals in mind.

I would highly recommend Coleman, Thomas, and the team at Lakeshore Advisors to anyone looking for knowledgeable financial professionals who value relationships, communication, and doing things the right way.

Working with Thomas has been an absolute game-changer for our financial peace of mind. We are absolute beginners in this feild.

From our very first meeting, he has taken the time to truly understand our short-term needs and long-term goals, rather than just pushing standard investment products.

We researched a handful of financial advising companies and felt most comfortable here. Great decision!!!!

They excel at breaking down complex financial concepts into clear, actionable and understandable steps. We never feel rushed or judged, and their communication is always prompt and professional. Thanks to their strategic guidance, we feel incredibly confident about our financial future and retirement path. If you are looking for a knowledgeable, trustworthy, and genuinely caring financial advisory team, I cannot recommend Lakeshore Advisors highly enough!

I highly recommend Coleman and Lakeshore Advisers. Coleman is an exceptional financial planner who has a unique ability to truly listen to your financial goals and aspirations.

What sets Coleman (Lakeshore Advisers) apart is not just their expertise in navigating complex financial landscapes, but also their genuine care and dedication to ensuring you reach your desired outcomes.

Coleman take the time to understand your specific needs, offer tailored strategies, and are committed to guiding you every step of the way. With Coleman (Lakeshore Advisers) you can rest assured that your financial future is in capable and compassionate hands.

Coleman at Lakeshore Advisors has been such a steady and thoughtful guide for me financially.

He genuinely cares, takes the time to explain things clearly, and makes what can feel overwhelming actually feel manageable and easy!

I trust him completely and feel really confident about my financial future because of his guidance.

Coleman has been our financial advisor for many years now, and we’ve followed him through several career moves and firm changes to where he is today — running his own firm, which he abs

olutely deserves.

He originally worked closely with my mom, and as her health has declined, he’s helped me step in and take over everything in a way that felt smooth, clear, and really well cared for. That alone meant a lot to me.

Coleman is incredibly intentional with our situation, patient when explaining things we don’t understand, and always thinking a few steps ahead. His help has gone far beyond just managing investments — he’s helped us walk through estate planning, tax strategy, and the bigger financial picture as a whole.

I’m consistently impressed by his professionalism, and I’m genuinely thankful to have him in our corner. I truly don’t know where we’d be without him.

Working with Coleman at Lakeshore Advisors has been a smooth, transparent, and rewarding experience for both my wife and me.

From the very beginning, Coleman has made sure that we’re both actively engaged in our financial success.

His expert guidance and commitment to our goals have made all the difference in our financial journey. We truly appreciate his professionalism and personalized approach.

Coleman is incredibly knowledgeable in all areas of finance.

My husband and I were looking to start investment accounts and he really took the time to explain how they work because we didn’t know much. He’s been super hands on every step of the way and answers any questions we have quickly.

Highly recommend Coleman and Lakeshore Advisors!

I cannot recommend Coleman and Lakeshore Advisors enough! Choosing a financial advisor can be scary and challenging.

After meeting with several advisors, Coleman stood out by his ability to listen to our immediate needs and long term goals and also his overall responsiveness.

He is always there to answer any questions we have. He has proven himself in the 4 to 5 years we have worked with him — he has made wonderful recommendations to set me and my family up for financial success.

Coleman has taken the time to get to know me and my family and has shown that he can deliver results.

I’ve been working with Coleman for several years, and I couldn’t be happier with the service and guidance provided.

Coleman is highly knowledgeable, patient, and pays great attention to detail. He took the time to thoroughly explain every option and created a plan that works well for my family and I.

I highly recommend Lakeshore Advisors to anyone looking for personalized, trustworthy, and expert financial advice!

Exceptional financial planning with Coleman DeWitt & Lakeshore Advisors! We cannot say enough great things about Coleman DeWitt, Certified Financial Planner at Lakeshore Advisors.

He has been handling all of our father’s accounts with the highest level of professionalism, integrity, and expertise.

Since working with him, every account has seen impressive growth, demonstrating his strategic and thoughtful approach to financial planning.

Beyond his financial acumen, Coleman stands out for his outstanding communication. He keeps us informed every step of the way, explaining complex financial matters in a clear and accessible manner. His consistent updates and proactive approach give us complete confidence in his abilities. It’s rare to find someone who combines deep industry knowledge with such a personal and dedicated touch.

If you’re looking for a financial planner who truly cares about his clients’ success, we highly recommend Coleman DeWitt and Lakeshore Advisors. They are simply the best in the business!

Coleman has been providing financial advising services to me for the past 4 years.

If you are looking for someone who is quick to respond, knowledgeable, honest, and has your best interests in mind then Coleman is the man for the job.

Lakeshore has always made me feel valued and understood my investing goals. Great company and would 100% recommend!

We have had the pleasure of working with Coleman for over two years, and during this time, we have been consistently impressed by his expertise and professionalism.

Coleman goes above and beyond to address our questions and concerns, always ensuring we feel informed and confident in our financial decisions.

We feel fortunate to have found such a dedicated financial adviser to guide us in planning for our future goals. We highly recommend his services to anyone looking to achieve their financial goals.

Coleman has been our advisor for the last 3 years. He has always answered every question or concern with professionalism and backed up his advice with data.

We have been very happy with his management of our retirement account.

Due in part to his service I’m looking forward to retiring earlier than expected. We look forward to working with him until our “plan ends”.

Finding a financial advisor who genuinely is invested in your thriving is rare.

Coleman with Lakeshore Advisors has knowledgeably opened the doors for us to step into greater financial freedom and security. My consistent thought has been “I wish I would have started working with Coleman ten years ago.”

I appreciate that at Lakeshore Advisors we feel we have received the most up to date knowledge, innovative thinking and immediate responses to our concerns. This is such a high caliber company that I will for sure be a life long client!

I recently had the pleasure of meeting with Coleman from Lakeshore Advisors, and I was thoroughly impressed with the experience from start to finish!

Coleman took the time to explain everything clearly and in a way that was easy for me to understand.

As I’m just starting out on my own, he’s been incredibly helpful in guiding me through creating a budget and exploring the best options for managing my student loans. I feel confident and supported in working with him.

After meeting with several financial advisers, we knew Coleman was the one for us.

He is able to eloquently articulate what is happening in our portfolio and what it will look like down the road. He is also able to put our minds at ease, one of us wanting to invest more aggressively and one more conservatively.

We would highly recommend Coleman to anyone looking for a financial advisor!

Coleman is an amazing financial advisor!!

Anytime I have questions about my finances or financial future he is always quick to respond with in depth answers and an outline of the correct steps to better my future!

Coleman has helped me with my finances a little over a year now and I’ve never felt more confident and comfortable with my money and investments (which has increased) than I do now!

Coleman is professional in every sense of the word. We have been with him for many years and have always been impressed with his attention to detail and care with our finances.

If you are looking for an advisor I cannot recommend Lakeshore Advisors enough.

Coleman took the time to get to know me personally to fully understand who I am, what my current needs are, short term and long term goals.

He goes above and beyond to ensure that you understand the process and manage expectations well.

I would highly recommend him for your wealth management needs.

I was recently introduced to Coleman DeWitt from Lakeshore Advisors, and my experience has been nothing short of outstanding.

He is incredibly knowledgeable in his field and has taken the time to educate me on investments, while also introducing me to various tax strategies to help achieve my financial goals.

I genuinely appreciate his time and expertise, and I highly recommend him to anyone seeking a strategic, trusted advisor.

Coleman DeWitt is a wonderful financial advisor. He listens intently to ensure he understands our needs and goals to develop a customized plan for our family.

He’s kind, professional, and a person of integrity who is a pleasure to work with.

We’re grateful to have found such a great fit for our family.

I have worked with Coleman for about 6 years now and he continually impresses me. Not only is he very communicative and knowledgeable, but his integrity is top tier.

He consistently looks out for others above his own bottom line, breaking the mold of how most other financial advisors operate.

He has an extensive menu of investment options with smooth onboarding and I trust him wholeheartedly. 10/10 recommend

My experience with Coleman at Lakeshore Advisors was great. I took my time in choosing the right advisor. I chose Coleman ultimately because I trust him.

Very professional, respectful and strategic. I would recommend him to anybody looking for a trusted advisor.

Been working with Coleman for three years now and am extremely happy with his and Lakeshore’s services and advisement.

It’s abundantly clear he’s thoughtful and data-driven in his approach and tailors his approach based on my individual needs and circumstances.

He consistently keeps me informed and engaged in the best strategies for my financial future.

I have interviewed numerous financial advisors before selecting Coleman — he is the full package delivering financial planning, investment strategy and tax planning with incredible service!

Working with Lakeshore Advisors has been a great experience. My wife and I are new to investing, and Coleman, our advisor, has been fantastic.

He is patient with our questions and explains everything clearly so we can be confident in our future financial outcomes.

Lakeshore Advisors states their desire to expand their clients financial freedom and this statement becomes evident through all their actions. We are so happy to be a client of Lakeshore Advisors!

I was looking for a financial advisor that I could build a relationship with that could help me with all things financial for the rest of my life as well as life planning.

Coleman was perfect for that role. He is professional and knowledgeable and takes his client’s specific needs into consideration.

I have since referred him to family and friends as well.

Coleman did an excellent job pointing me in the right direction on many different things setting me up for present and future success.

My accounts have grown tremendously over time while working with Coleman. I highly recommend working with him!

As a small business / self employed person, Coleman brings everything you may possibly need to the table.

He helped me start my consulting company by answering millions of questions I had, including how to get my health insurance (yep he has someone who can help — Laura, fantastic!), tax saving strategies/planning, what about taxes (yep he has someone who can help — Sam is awesome!), legal side as well.

He also is part of the meetings and helps you understand and remind you of what was discussed. He is well known in the community and has a network of colleagues that help you feel comfortable and not alone in this process. Definitely blessed to have his expertise and professional support. Looking forward to starting a few other businesses with his help! I wouldn’t consider anyone else to be my financial advisor, but obviously he provides a much more well rounded approach to helping his clients develop their business dreams into reality. Thank you Coleman!!

The team at Lakeshore Advisors is top notch. Friendly, knowledgeable, and grounded in integrity.

I always feel comfortable talking through decisions, and I trust their guidance completely. I highly recommend Coleman and his team.

The guidance and advising my family has received from Coleman DeWitt has been life changing. He has walked our family through overwhelming financial decisions.

He has given us hope by providing a detailed plan and path for a thriving future.

Coleman DeWitt has provided our family with valuable investment advice, estate and retirement planning and recommendations, and strategic business assistance.

We highly recommend as a strategic investment advisor.

If you’re looking for a financial advisory firm that seeks to truly educate, inform, and guide your financial investments with integrity, then this is your place.

The care and intentionality are truly impressive and inform the tailored investment strategy for you and your family.

We look forward to our children’s children partnering with Lakeshore for many years to come!

Coleman DeWitt showed great understanding and care with my financial needs.

His personal attention to my questions and his ability to communicate clearly has given me great confidence that my financial future is on track.

Have had the pleasure of working with Coleman and his team for a couple years now and have been thoroughly impressed. Big fan of Lakeshore.

Coleman is very thoughtful in his approach and tailors services to the clients needs. We have appreciated his expertise.

Coleman was so incredibly helpful, as we navigate our family’s financial future!