Planning Needs Financial Group

We just came from Charles' office, and I'm still being emotional about his care for our family's well being. He walked us through not only on our financial issues, but also went out of his way to advise us in a very professional and compassionate manner. We never felt at anytime that the time mattered to Charles. With any financial issues, and I mean any, start with Charles. He is so patient, knowledgeable, and kind. I chose him because of his reputation and I DO NOT regret it!
Dec 4th, 2016

Dear Charles, I do appreciate the time you spent on the phone with me yesterday and the time you are taking to respond to my email. You are a man of integrity and a very caring person who gave me direction and comfort throughout my disscion making and for that I thank you! Charles, I wish there were more people like you in this world... you are truly one of a kind! Best regards, Ilan
Nov 30th, 2016

I was given Charles Lewandowski's name as a really GREAT guy to deal with and to help with the affordable care plans. Indeed, he and Sandra Lopes were both incredibly helpful and patient. And it really DID take very little time, with their help, and I understood it very well when they explained how it works and all the plans. I'm really psyched (in a good way)!
Jun 3rd, 2015

Awesome service, Sandra Lopes was great, professional and always available for questions on the phone and answering every email. Thank you!
Apr 28th, 2015

This is my second year using their assistance as it was absolutely a God-send for me in getting Health Benefits through ACA. After numerous failed attempts and rejections-I contacted this agency and they went to bat for me and worked night and day with tons of phone calls and emails until I was given an excellent plan (Silver Preferred) with benefits I needed for my COPD respiratory problems-that I could afford with ease! I recommend them highly to all!
Mar 8th, 2015