Planning Financial Futures, Inc 1895 Walt Whitman Road, Melville, NY 11747
About the Business
Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.
Photos
Location & Phone number
1895 Walt Whitman Rd #6, Melville, NY 11747, United States
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"I met Jeff at a very difficult time in my life. His advise was not what I wanted to hear but I’m 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"
"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 don’t just think of him as my financial advisor, I think of him as a friend because that’s the way he makes you feel. I 100% recommend Jeff!"
"My family has worked with Jeff as our financial planner for several years and I don't think we could be in better hands. Jeff is a true professional, extremely knowledgable, very communicative, and transparent. Jeff is also accessible, and has spun into action as a partner at a moment when we were in a pinch. Jeff's always focused on safety and responsibility first when planning, and has kept my family grounded on being realistic with our finances, ensuring we're prepared to weather emergencies, but also is sure to remind us that we're human and should be enjoying life. I look forward to continuing this partnership for years to come."
"Jeff is a very knowledgeable and experienced financial advisor. His professionalism in his field is highly remarkable, not to mention he has an outstanding personality. Jeff takes the time to listen and guide us in the most suitable approach to attaining our financial goals . He willingly addresses all our concerns and questions and he always responds in a timely manner. These gestures truly play a pivotal role in building a trustworthy and successful professional relationship. Jeff actually looks out for you not just as a client but as a part of the planning financial future family. My sisters and I really appreciate having him as our financial advisor. We highly recommend Jeff to anyone looking to build their financial future !"
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