Jeffrey Lewis, Financial Advisor located in Lebanon, IN

Financial Advisor
Jeffrey S Lewis

CEPA®, AAMS®
1375 S Lebanon Street, Suite 1100, Lebanon, IN 46052opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • College Savings

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Ariel Warrenburg
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(765) 482-7340

Fax

(877) 543-4352

Office Address

1375 S Lebanon Street
Suite 1100
Lebanon, IN 46052opens in a new window

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