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 first-class financial services. We take care of all 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.

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Financial District

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.


About our Broker Dealer:
AGES Financial Services Ltd. is our broker dealer of choice. They are an independent broker dealer founded in 1985 located in Woburn, Massachusetts. We believe that being affiliated with an independent broker dealer means we are free to choose the best investments for our clients and not for the institution itself.

 

PROVIDED SERVICES

Taking care of the financial future, now.

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RETIREMENT PLANNING

Personal and Business

Accumulating wealth for your retirement years is very important. We are here to set you and your employees up for success.

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PORTFOLIO MANAGEMENT

Measurable Growth

We’re dedicated to the management, on a non-discretionary basis, of your investments. Ongoing monitoring and allocation changes are vital as we develop a strong relationship built upon continued communication.

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INVESTMENTS

Strategic Asset Allocation

Free to offer the investments right for you, Lewis Financial Services will recommend the proper allocation and make the necessary changes as needed. We offer a wide variety of investment opportunities, from stocks to bonds and alternative investing.

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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

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