Planning Financial Futures, Inc.
1895 Walt Whitman Road, Suite 6 Melville, NY 11747 United States
(631) 546-5403
Basic Membership
Member Since: 2026
Original Join Date: 2026
Organization Overview
Since 1990, Jeffrey C. Lewis, CFP, an independent, fee-based fiduciary, has provided comprehensive financial planning and investment management services for individuals navigating retirement, life transitions, or long-term financial stability. By integrating retirement income strategies, asset protection, and estate planning, the firm helps clients gain clarity and confidence in their financial decisions. Through personalized, one-on-one conversations, he builds cohesive strategies designed to ensure your money supports the life you want to live.
Business Category
Financial Planning & Wealth Management