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General Info

I consider it an honor to have your trust in helping to provide you and possibly your family with a financially secure future. I believe if we work together we can make this happen. Today we have established a business serving ten states along with a network of friends that extends from Massachusetts to California and from Maine to Florida. I believe the reason our business continues to grow is that we really do care personally about our clients. My Broker Dealer: Advisory Group Equity Services Ltd. is my broker dealer of choice. They are an independent broker/dealer founded in 1985 located in Woburn Massachusetts. I believe that being affiliated with an independent broker dealer means we are free to choose the best investments for our clients and not for the institution itself. Securities offered through Advisory Group Equity Services, Ltd, member FINRA / SIPC. Information on Securities Information Protection Corporation (SIPC), including the SIPC brochure, may be obtained by visiting the website at www.SIPC.org or contacting them at: Securities Investor Protection Corporation 805 15th Street, N.W. Suite 800 Washington, D.C. 20005-2215 Tel: (202)371-8300 Fax: (202)371-6728 Email: asksipc@sipc.org (Jeff Lewis is registered in CA, CO, FL, MA, ME, NH, NJ, NY, PA & SC.)

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Contact Info

Phone:

Main - 978-373-8800

Address:
10 Phoenix Row Haverhill, MA 01832

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Categories
Financial Planning Consultants, Financial Services
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