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Planning Financial Futures, Inc
- Finance
- Melville, NY
About this business
Planning Financial Futures, Inc and it's founder/president Jeffrey C. Lewis (CFP, ChFC, LUTCF, RHU, CLU) have 25 years of experience in financial services industry. The company is licensed to practice in 50 states, focusing on the needs of individuals, families, and small businesses.We provide plain-spoken advice based on our knowledge of banking, college funding, insurance, finance, taxation, and investment platforms. Planning Financial Futures' list of services: College Prep Plan, Long Island Parents, Tuition Discounts, Ne... read more
Location details
1895 Walt Whitman Rd #6, Melville, NY, 11747, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Excellent service and response time Informative and very helpful in all areas of financial planning Great to deal with
I have been working with Jeffrey C Lewis of Planning Financial Futures Inc.for the last 9 years. This collaborative partnership has been very positive and rewarding during good times as well as during recent difficult times. Jeffrey is a good listener and works with his customer on a one on bases and with the best interests of his clients needs and forward looking objectives. Jeffrey is always available and returns messages and calls without delay and is always well prepared when scheduled portfolio review calls take place. ... read more
I met Jeff at a very difficult time in my life. His advise was not what I wanted to hear but I’m very glad I followed his recommendations! My portfolio has done very well. Not only is Jeff concerned about my financial status but he also cares about me as a person. He often would recommend things to improve my health and well being.! I highly recommend Jeffrey Lewis @ Financial planning
I have found my Personal Financial Advisor, Jeffrey Lewis to be exceptional. He is well versed in all facets of finance and has assisted myself and my wife with everything from an investment portfolio to Insurance considerations, Long term health care consideration, retirement planning as well as estate planning. He is not pushy in any way, but gently reminds me to address things that would otherwise get lost in the shuffle. He takes the time to thoroughly explain our investment strategy that he has proposed and is open to o... read more
I have found my Personal Financial Advisor, Jeffrey Lewis to be exceptional. He is well versed in all facets of finance and has assisted myself and my wife with everything from an investment portfolio to Insurance considerations, Long term health care consideration, retirement planning as well as estate planning. He is not pushy in any way, but gently reminds me to address things that would otherwise get lost in the shuffle. He takes the time to thoroughly explain our investment strategy that he has proposed and is open to o... read more
Frequently asked questions about Planning Financial Futures, Inc
How is Planning Financial Futures, Inc rated?
Planning Financial Futures, Inc has a 5 star rating with 95 reviews.
When is Planning Financial Futures, Inc open?
Planning Financial Futures, Inc is closed now. It will open at 9:00 a.m.
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