WELCOME TO LEWIS FINANCIAL SERVICES
It's our privilege to help you secure your financial future.
Since 1999, Lewis Financial has been providing our clients across the country with tailored financial services. We take care of your financial investment needs, leaving you free to focus on the rest of your life. Whether you are saving for your family or starting a retirement plan for your team, we are here for you.
ALL ABOUT US
We consider it an honor to have your trust in helping to provide you, your family and employees with a healthy and secure financial future. We believe if we work together we can make this happen.
Today, we have established a business serving ten states, along with a network of friends that extends from Massachusetts to California and from Maine to Florida. We believe the reason our business continues to grow is that we care personally about our clients.
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PROVIDED SERVICES
Taking care of the financial future, now.
INVESTMENTS
Strategic Asset Allocation
Here to offer the right investments for you, Lewis Financial Services analyzes your unique risk level and objectives. We can make the right investments and changes as needed. We offer a wide variety of investment opportunities, from stocks to bonds and alternative investing.
INSURANCE
Planning Ahead
Annuities: You’ve been hearing a lot about annuities lately. Lewis Financial Services will educate you on the benefits and drawbacks to see if an annuity can add value to your portfolio.
Life Insurance: Whether you need income protection for your family or you would like to leave a legacy, Lewis Financial Services has insurance solutions for your needs.​
Long Term Care Insurance: A relatively new insurance product, Long-Term Care has a lot of moving parts. Is it right for you? We’ll show you how it works to help you decide.
We want you to succeed. Contact us today to see how you can benefit from our variety of financial services.
CONTACT US
10-12 Phoenix Row
Suite 3
Haverhill, MA 01832
978-373-8800