Planning Financial Futures, Inc

Excellent service and response time Informative and very helpful in all areas of financial planning Great to deal with
Feb 7th, 2024

I met Jeff at a very difficult time in my life. His advise was not what I wanted to hear but Im 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
Dec 2nd, 2023

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. Overall we are very well taken care of and in good hands with Jeffrey and Planning Financial Futures Inc.
Nov 11th, 2023

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 our concerns in terms of risk tolerance, and general comfort level. In short I'm extremely satisfied with the services that Jeffrey Lewis has provided my wife and I.
Aug 7th, 2023

Jeff is excellent at planning financial futures. He is always ready and available to answer your call or email without delay and spends whatever time you need on the phone. You will always receive extremely personable, professional and very experienced advice I dont just think of him as my financial advisor, I think of him as a friend because thats the way he makes you feel. I 100% recommend Jeff!
Aug 5th, 2023