Lewis Financial, based in Upper Merion Twp, PA, is a specialized financial services firm dedicated to addressing the unique needs of highly compensated individuals and business owners. Led by Jason W. Lewis, the team provides proactive and actionable advice, offering services such as fee-based planning, investment advisory, retirement and estate planning, business planning, wealth protection, and risk management.
Recognized by Forbes as a top financial security professional, Lewis Financial leverages the rich tradition of Northwestern Mutual to deliver superior quality output and highly personalized service honed through years of experience. With a focus on developing enduring relationships with clients, the team ensures expert guidance for a lifetime of financial security, supported by a network of specialists to deliver the highest caliber of service.
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