FINANCIAL PLANNING SERVICES BY JEFFREY C. LEWIS OF PLANNING FINANCIAL FUTURES
Jeffrey C. Lewis, CDFA®, RICP®, CFP®, CLU®, ChFC®
Founder of Planning Financial Futures
About Jeffrey C. Lewis
If you are seeking a competent Long Island certified financial planner that you can trust to help you achieve your most important financial goals. We offer strategies for financial planning for the future, retirement planning, wealth management, life, and long-term care insurance, estate planning and provide solutions for:
Unfortunately, every advisor in Long Island claims to be a trustworthy financial expert who can help you achieve these goals.
The question you should be asking: “Are the claims true or are they deceptive sales practices?”
We answer this question the only way we can. We fully disclose information that describes our founder’s experience, education, certifications, designations, registrations, and licensing.
Jeffrey C. Lewis, CDFA, RICP, CFP, ChFC, CLU, LUTCF, RHU
Director, Financial Planning & Investment Advisory Services
631-546-5403 Direct Office
Planning Financial Futures, Inc.
North Shore Capital Management
1895 Walt Whitman Road, Suite 6
Melville NY 11747-3031