Michael Lewis Sr.

Michael Lewis Sr. Financial Specialist, based in Neptune City, New Jersey, is dedicated to helping clients achieve financial stability and security through tailored financial planning and investment strategies. With years of experience, Michael Lewis Sr. offers comprehensive services in retirement planning, estate planning, education funding, and more, all designed to align with individual risk tolerance and goals. As an independent firm, they provide unbiased, needs-based recommendations by accessing a wide range of financial products.

Michael Lewis Sr. emphasizes building strong client relationships, seeing this as fundamental to successful financial planning. Committed to exceeding client expectations, the firm supports individuals and families in managing assets, enhancing retirement savings, and securing future financial well-being. Through both long-term strategies and immediate solutions, Michael Lewis Sr. works alongside clients to make their financial dreams attainable.