A retirement well-planned

Take comfort in a plan that makes the
most of what you have  

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Education is the key to
financial clarity.

Learn more about our community events
and financial seminars  

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From Success to Significance

A simple process to transition from successful owner to
successful retiree  

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Clarify your wealth,
your retirement and your legacy.

We’ll help make sense of your options through
a clear financial strategy  

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CLIENT APPRECIATION EVENT

Coming Soon

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COMMUNITY EVENT

Coming Soon

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EDUCATIONAL EVENT

Jan 25

2018 Market
Outlook

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Our Specialized Services

Often, it isn’t until you’ve created your success that you have the time and energy to decide what you’ll do with it. Our purpose is to help clarify the retirement and legacy you want to create, evaluate the options available to you, and make clear sense of it all within the context of your unique financial life.

What Our Clients Are Saying

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"It has been a pleasure working with the Lewkowitz Financial Team since we became their clients in February, 1995. They are professional, personable and dedicated to the financial interests of their clients. They have educated us on the investment options available, and guided us in making the best decisions for ourselves. Robert works hard to be available for consultation, even on short notice."

Francis & Constance Tekpetey
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"The team at Lewkowitz Financial are exceptional. Every time I have met with members of the team, I have felt welcome and valued. They took the time to clearly explain financial concepts in language I can understand, highlighting my options, and supporting me in my decision-making process. I never worry about my money because I know my financial future is in excellent hands. I completely trust Robert Lewkowitz and cannot recommend Lewkowitz Financial highly enough."

Ken Meadows
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"I believe I've been with Robert as long as he has been in business and have always found him to be most professional and very detail oriented. He always stays on top of my investments and provides excellent advice and research. You would be wise to speak to Robert regarding any investment opportunities."

Al Caldwell
Retired
Client since 1993
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"Robert has been involved with our family for many years! He has always been professional and demonstrates genuine concern for our future, both personally and financially! We trust him completely and have always valued his expert direction and advice."

Michelle Gilpin
Child & Adolescent Psychologist
Client since 1994
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"Robert and his staff have been fantastic to deal with. They are very well prepared for every appointment. Robert takes the time to ask the important questions but more importantly, listens to the answers before making any recommendations. You would be well served to consider using Robert to assist with your Financial Future."

Brad McGonigle
Porsche Sales Specialist at Porsche of London
Client since 2001
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"What Robert and his team have provided me with is a sense of comfort. They took the time to learn and really understand what it was I wanted to accomplish, so that they could help me realize those goals. Their genuine interest in my needs is what has made the difference."

Diane Lyoness
Client since 1996
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30-Year Perspective, 2-Minute Videos

Knowledge is essential to maintaining clarity, comfort and progress with respect to your financial goals. That’s why we make education an ongoing priority within our client relationships and within our community.

Visit our video archive

“Earning your wealth is only the halfway mark; the other half is turning your wealth into something meaningful. Now that you’ve done your part, it’s our job to help you create that significance.”

You may have seen us featured in Checkout My Business Magazine.

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