Sharon M Lewis Money Coach

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Introduction: Hi there I am a licensed Financial Advisor with over 20 years of financial services experience. My licenses include Life Insurance, Series 6, 63, and 26. I am licensed in the following states: Arizona, Connecticut, the District of Columbia, Georgia, Massachusetts, North Carolina, South Carolina, New Jersey, Nevada, New York, and Virginia. I help families get out of debt, retirement planning, mutual fund investments, annuities, and other investment services. I am a wife and mom of three, and I enjoy educating families and helping them understand basic money concepts.

Overview

Hired 9 times

Serves Bowie, MD

Background checked

1 employee

28 years in business

Payment methods

This pro accepts payments via Credit card, PayPal, Square cash app, Stripe, and Zelle.

Social media

Instagram

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

Featured Projects

6 photos

Reviews

Customers rated this pro highly for professionalism, work quality, and responsiveness.

Great 4.8

15 reviews

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20%

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Read reviews that mention:

Sultan A.

Jan 29, 2023

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Hired on Thumbtack

As someone in their late 20s and I need to get my finances in order. I immediately went on Thumbtack and searched for a "Financial Coach", Sharon was at the top of the list. I reached out and within 24hrs she got back to me, we schedule a call and she shared a whole bunch of tips on how I can get my personal finances together. Sharon is patient, professional, knowledgeable, and resourceful. I highly recommend her to anyone who just needs help understanding what's in their accounts. Also, she is not lying that her sessions are free and based on commission. So refer her as much as you can!!

Sharon M Lewis Money Coach's reply

Thank you Sultan!

Personal Financial Planning

Kassidy C.

Dec 23, 2022

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Hired on Thumbtack

Mrs. Sharon has been so knowledgeable and has made the sessions comfortable. She has made me feel more motivated about my financial future for not only myself but for my daughter as well. I appreciate the time she takes to explain each and every step of the plan that she put together for me. Not only does Mrs. Sharon take the time to explain everything thoroughly, she takes her time to listen and answer any questions I have had which has been much needed as I am someone who is new to working with a financial advisor. Thank you so much and I look forward to working on our financial goals!

Personal Financial Planning

Margaret S.

Jan 21, 2023

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Hired on Thumbtack

Extremely professional and patient. Im so happy I signed up starting my new year off to a good start. What a relief! Sharon answered all my questions and made me feel at ease. I’m looking forward to working with her towards my next goals.

Sharon M Lewis Money Coach's reply

Hi Margaret! I appreciate your feedback!

Personal Financial Planning

Monica ..

Jan 15, 2023

I shared my finacial goals and received resources and sound advice to achieve them. Excited to put the plan into action. Thanks Sharon.

Sharon M Lewis Money Coach's reply

Thank you Monica!

Valencia W.

Nov 24, 2022

Sharon Lewis is a hardworking money coach. She understands what your goals are and how to best help you get there. She has helped me start saving when I never thought I could. I feel much better about my financial future. Thank you!

Sharon M Lewis Money Coach's reply

Thank you so much for your review!

Credentials

Background Check

Sharon Lewis

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
The pricing of our services varies depending on the program
What is your typical process for working with a new customer?
It takes one hour per appointment. Normally a client or prospective client requires two separate sessions.
What education and/or training do you have that relates to your work?
I have over 20 years of experience. I have my Life Insurance License and I am Investment Licensed (Series 6, 63, and 26).

Sharon M Lewis Money Coach

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