Jeffrey C. Lewis, CFP, ChFC, CLU- Financial Advisor Melville, NY

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About Jeffrey C. Lewis, CFP, ChFC, CLU

Retirement Planning is our specialty.

From budgeting to Social Security Claiming Strategies, we address it all! The Wiser Advisors at Planning Financial Futures are experts on financial planning, managed investments, and personal insurance.

We work with Individuals, Couples, Small Businesses, Distressed Relationships, Seniors, and Sudden Wealth Scenarios to improve your current financial affairs and ultimately your future.

We strive to achieve our clients' financial goals by creative planning, systematic implementation, disciplined investing, and control of tax and management costs. We work with you to develop a comprehensive financial plan and, if needed, construct a portfolio that will help you achieve your financial goals.

We look forward to helping plan your financial future!

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General Information

Firm Start Year

1995

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Bachelors - Economics

State University of New York at Binghamton
June 1985 -June 1989

Registered Health Underwriter, RHU - Medical Underwriting

North Eastern University
January 1991 - October 1992

Life Underwiter Training Council Fellow, LUTCF - Life Insurance Underwriting

National Association Of Life Underwriters
January 1994 -September 1995

Certified Financial Planner, CFP - Financial Planning

College For Financial Planning
January 1994 -September 1996

Chartered Financial Consultant, ChFC - Financial Markets

The American College
January 2000 -August 2002

Chartered Life Underwriter, CLU - Advanced Life Insurance Applications

The American College
January 2009 -November 2011

RICP, Retirement Income Certified Professional - Retirement Income Planning

The American College
10/01/2015 -04/30/2016

Disclosures

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Additional Detailed Disclosures
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Disclaimer

Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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Jeffrey C. Lewis, CFP, ChFC, CLU

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