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How does the advisor help clients – Key Takeaways:
LEWIS FINANCIAL is committed to providing expert financial guidance to its clients. They offer a wide range of services, catered to fit the unique needs of each client. Some key takeaways of how they help their clients include:
- Providing personalized financial planning and investment management services
- Offering access to a team of experienced and knowledgeable advisors
- Assisting clients in setting and achieving their financial goals
- Providing ongoing support and guidance to navigate through the complexities of the financial world
Facts and Insights
LEWIS FINANCIAL has been in the financial industry for over 25 years, and during that time has gained valuable insights and knowledge. They have managed over $500 million in assets and have helped numerous clients achieve financial success. Their expertise and experience make them a trustworthy and reliable choice for financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 25+ years |
Financial Services Offered
LEWIS FINANCIAL offers a wide range of financial services to its clients. Some of their services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- And more
Client Types
LEWIS FINANCIAL caters to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- And more
Fees & Compensation
LEWIS FINANCIAL is committed to transparency when it comes to fees and compensation. They offer fee-only financial planning and investment management services, meaning they do not earn commissions on any financial products they recommend. This ensures that their advice is always in the best interest of their clients.
Their fees may vary depending on the services provided, but they strive to keep their fees competitive and reasonable for their clients. They also offer a complimentary initial consultation to discuss their services and fees.
Background
LEWIS FINANCIAL was founded in 1995 by John Lewis, a highly experienced and knowledgeable financial advisor. He saw a need for expert financial guidance in the community and wanted to provide individuals and families with the tools and knowledge to achieve their financial goals. Today, the firm continues to uphold John’s values and commitment to exceptional service and expertise.
Financial Advisor Disclosures to Know
As a financial expert, LEWIS FINANCIAL is required to disclose any potential conflicts of interest to their clients. This includes any affiliations or relationships with financial products or services that may create a conflict of interest. They are also required to disclose any disciplinary events or complaints against them.
LEWIS FINANCIAL strives to maintain a high level of professionalism and ethical standards, and any conflicts of interest or disciplinary actions are taken seriously and addressed promptly.
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