Planning Financial Futures Inc
1895 Walt Whitman Rd Ste 6, Melville, NY 11747
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, Newlyweds, Family Planning, Home Loans/Refis,Investment Advice, Real Estate Investment Trusts, Fixed Term Life, Disability,MediGap Plans, Medicare Advantage Plans, Stress-Free Savings, Annuity 101,Roll Over Security.
Our goal is to provide protection, safety, and financial well being to your loved ones by creating a comprehensive, well coordinated and individual financial plan.
More Business Info
Your money and our expertise in banking, college funding, insurance, finance, taxation, and investment platforms will manage your todays expenses to tomorrows retirement!
- Hours
- Regular Hours
Mon - Fri: - Categories
- Financial Planners, Annuities & Retirement Insurance Plans, Financial Services, Life Insurance, Retirement Planning Services