Planning Financial Futures, Inc - Melville, New York

Planning Financial Futures, Inc.

Planning Financial Futures, Inc. is a highly-recommended financial planning and investment services company located at 1895 Walt Whitman Rd #6, Melville, NY 11747, United States. Their phone number is 6315465403 and their website can be found at planningfinancialfutures.com. The company specializes in financial planning, financial advice, and investment services.

Other notable services and features include online appointments, on-site services, wheelchair-accessible parking and entry, and a transgender-safe space. Appointments are recommended but not always required.

With a strong emphasis on personal attention and customized financial strategies, Planning Financial Futures has earned a stellar reputation. According to their Google My Business profile, they have 45 reviews with an impressive average rating of 5 out of 5 stars.

Specialties and Services Offered

• Financial Planning: Comprehensive strategies to help clients achieve their long-term financial goals.
• Financial Advice: Personalized guidance on investments, retirement planning, taxes, and more.
• Investment Services: Expert assistance in selecting and managing investment portfolios.

Key Features and Amenities

• Online and On-site Appointments Available
• Wheelchair-Accessible Facilities
• LGBTQ+ and Transgender-Friendly Environment

Location and Contact Information

Planning Financial Futures, Inc.
1895 Walt Whitman Rd #6
Melville, NY 11747, United States

Phone: 6315465403

Website: planningfinancialfutures.com

👍 Reviews of Planning Financial Futures, Inc

peter B.

5/5

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.

Carol L.

5/5

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

Samantha M.

5/5

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 !

Paula L.

5/5

I am absolutely delighted with the service I receive from Jeffrey Lewis. I have been working with Jeff for 5 years. It is refreshing to work with a financial adviser who is truly interested in my needs, circumstances and preferences. What really impressed me was the way he follows up to make sure I am staying on top of my own best interests! He pushes me to take care of things that he doesn't even have a vested interest in. He takes the time to explain time aspects of financial planning that are over my head & helps me to understand the concepts. If I am interested in investing in a specific area, he will do the research & get back to me with options. His professional, ethical and caring demeanor elicits my trust and respect and I highly recommend his services.

Andy G.

5/5

I have found my Personal Financial Advisor, Jeffrey Lewis to be exceptional. He is well versed in all facets of finance and has assisted myself and my wife with everything from an investment portfolio to Insurance considerations, Long term health care consideration, retirement planning as well as estate planning. He is not pushy in any way, but gently reminds me to address things that would otherwise get lost in the shuffle. He takes the time to thoroughly explain our investment strategy that he has proposed and is open to our concerns in terms of risk tolerance, and general comfort level. In short I'm extremely satisfied with the services that Jeffrey Lewis has provided my wife and I.

ldaros L.

5/5

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!

Adam S.

5/5

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.

hunter B.

5/5

Jeff is a long time friend and is the most honest and professional wealth manager I have ever know.
He cares about his clients and has been always available to answer any of my questions.
He is the quintessential investor expert and has always kept me on the right track with my portfolio.