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Directory → Financial Services → Melville → Planningfinancialfuture
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Planningfinancialfuture
Financial Planning Services and Risk Management & Income
What Planningfinancialfuture does
Planning Financial Futures is a financial advisory business on Long Island, led by Jeffrey C. Lewis, who holds RICP, CFP, ChFC and CLU designations. The business provides comprehensive financial planning, retirement planning, investment management, protection planning and estate planning. It works with people five to ten years from retirement, retirees managing their savings, and individuals navigating a life transition such as divorce, the loss of a spouse or a career change. It also serves clients across the country.
Summarised from the business's own website, checked October 2026. Not written or endorsed by the business.
About
Planning Financial Future INC provides expert financial planning
Choosing a financial services provider
Before handing over money or financial details, confirm the firm is authorised by the financial regulator where you live. That is the single most important check.
What to check
- Authorised or registered with the financial regulator
- All fees and commissions stated in writing
- Whether advice is independent or limited to certain products
- How complaints are handled
Questions to ask
- How are you paid for this?
- What are the risks, in plain words?
- What happens if I want to leave or move my money?
Customer reviews
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