Planning Financial Futures Inc

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Your money and our expertise in banking, college funding, insurance, finance, taxation, and investment platforms will manage your todays expenses to tomorrows retirement!

General Info

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.

Categories

Financial Planners, Annuities & Retirement Insurance Plans, Financial Services, Life Insurance, Retirement Planning Services

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Details

Phone: (631) 498-8408

Address: 1895 Walt Whitman Rd Ste 6, Melville, NY 11747