Frequent Questions – Services/Clients

Want more information? Read our responses to some of the most frequent questions that we are asked by prospective clients.

What are the principal services you provide your clients?
Our principal services are planning and investment. We provide additional services upon request.
Have you received a quality rating from an independent third party?
Yes, Jeff Lewis was rated 5 Stars (highest rating) by Paladin Research & Registry.
Why do you provide insurance advice and services?
We act as the financial quarterback for our clients. We provide multiple services so we can provide integrated solutions.
Why do you provide tax and legal services?
Some of our clients moved to Long Island from out-of-state. They need tax and legal advice that is based on New York regulations.

Have another question?
Email or call (631)546-5403.