Lewis Financial Group

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Milwaukee
CRD Number
Website lfgmke.com
Client types

Overview

Lewis Financial Group is a Milwaukee-based wealth advisory firm providing financial planning, retirement planning, and investment advisory services to individuals, families, and small businesses. The firm focuses on helping clients build long-term financial security through personalized strategies and ongoing guidance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lewis Financial Group

Platform Details

Investment Preferences

Alternative Activity

Address

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