Financial Planning Client Testimonials
Jeffrey has been my financial planner for the last 12 years. He has always provided the upmost of excellence in the management of my financial profile. He comes with over 20 years of experience and expertise. He is always seeking to find new and promising ways in which to build my financial profile and secure my retirement. He is an extremely knowledgeable, trustworthy, educated and competent individual who seeks to achieve what’s in the best interests of his clients. I would highly recommend him to anyone who is looking for financial security.
Jeff has been my financial planner and consultant for over 20 years. He has provided financial mentorship on mutual funds, 529 college savings plans, life insurance, and several life strategies. He has also served as a counselor during family law issues and divorce. Jeff helped me to devise a strategy to protect my assets while navigating a nasty divorce process and provided valuable insights into tax issues and custody based items. Jeff is a true professional, always very accessible to answer questions, and is extremely responsible when providing feedback to complex issues. I would not bring my business anyway else – Jeff is extremely knowledgeable, competent, and responsive – that is what you expect from your financial planner. Jeff – keep up the great work!
One of the smartest decisions in my career has been to avail myself of Jeffrey’s financial planning advice. His thoroughness in evaluating my income and expenses and his understanding of my goals and insecurities resulted in the development of a workable budget, the acquisition of affordable long-term care insurance for my wife, and a diversified portfolio of investments that promises growth, income and reasonable protection from a downturn.
If you’re looking for honesty, integrity and investment knowhow in your financial advisor, I strongly believe you’ve come to the right place. Best of all, you get to work with a really nice person too.
Jeff has been a trusted advisor for both me, and my clients, for close to 20 years now. He has helped a few of my clients emerge from a financial abyss through budgeting, planning and strategic management. He has helped me personally to minimize the monetary damage of divorce and years later the windfall from a success. His expert guidance has helped me to feel more secure financially. I not only recommend him, I trust him with my money.
I was referred to Jeffrey Lewis at Planning Financial Futures by a friend who said he was a great Financial Adviser with many years of experience. He exceeded my expectations. Jeff is very intelligent, meticulous and resourceful. He provided practical solutions for handling some insurance and financial issues I was having. I would highly recommend Jeff and Planning Financial Futures.
They put my needs first (instead of trying to sell me something I don’t need). They went through a very thorough examination of my entire financial picture, and in short, time returned with detailed suggestions, giving me confidence and a solid roadmap to future prosperity. I also appreciated the direct and personalized approach: I definitely did not feel like I was receiving ‘cookie cutter’ service.
Jeffrey took the time to meet with me, address my future planning concerns, and recommend my best options towards my financial goals. He continues to stay in touch and doesn’t “ghost” me like other planners have once they’ve “closed the deal”. He’s always sending me pertinent articles, information and touches base. I highly recommend his services!
Jeff is a first class advisor. I have been doing business with him for over 25 years ranging from 529 plans, life insurance, and now retirement and lifestyle planning. Jeff is candid and frank with his advice and puts his clients first. He is also a SUNY Binghamton alumnus which is a first class intuition of higher learning. He has also provided financial divorce strategy and estate planning. I would recommend him to any future clients with high praise and professional admiration.
Took care of all requests in a timely manner.
My experience with Planning financial Future was very pleasant and professional. As a person who does not understand the financial market, I got the support I needed in the way I needed. Mr. Lewis was always available for me, treating me and my questions with patience and care always guiding me forward, I had the feeling that there is someone who cares about me and sees me as a person and not just a bunch of numbers, even when I moved away and had to close my account he kept guiding me and advising me – something which he didn’t have to do, and that is the essence of a good company, to me. always taking the extra mile and treating your clients as people.
Jeff is a consummate professional and a very knowledgeable CPA. He stays current with up to date planning legalese, rules and trends, and is always just a phone call away for questions. Financial planning can feel like a daunting task. Jeff’s calm demeanor takes the stress out of the process. I would definitely recommend him to anyone I know.
Mr. Lewis was recommended to us earlier this year and transferred funds from a well known investment firm. Jeffrey quickly responds to inquires via phone or email promptly. He has answers ready and discusses in detail the positive and negative of an action or inaction. He adds his professional opinion in our best interest. In these very tumultuous and unpredictable times I know we will have our ups and downs. But I am confident that Jeffrey will guide us to financial success through what we hope is a long professional relationship.
Jeffrey Lewis—- Explains things clearly, Promptly responds to all questions. Is easy to reach. Is trustworthy. Monitors my account regularly. Thank you Jeffrey
Jeffrey Lewis was incredibly knowledgeable about planning and considered the specific needs and goals of our family. He spent a great deal of time without a financial commitment or pressure to invest. He continually checks in to see if there are any questions or needs regarding or investments. The process was exceptional.
Jeffrey was very responsive to my questions and was eager to help me set goals for my investments.
Jeffrey Lewis takes the time to listen to your present and future plans. He reviews your present/ retirement savings and develops a long range program to meet your future needs. This process takes a few sessions but demonstrates the thoroughness of the process. He follows up regularly to make sure things are on track and to see if there has been any changes to our plans and quickly responds to our calls. I would recommend Jeffrey C. Lewis to anyone looking to setup a retirement long term financial plan.
Jeff is very knowledgeable and helped make the move from my 401k to my IRA a very easy process.