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WELCOME TO LEWIS FINANCIAL SERVICES

It's our privilege to help you plan your financial future.

Since 1999, Lewis Financial has been providing our clients across the country with tailored financial services. We take care of your financial investment needs, leaving you free to focus on the rest of your life. Whether you are saving for your family or starting a retirement plan for your team, we are here for you.

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Financial District

ALL ABOUT US

We consider it an honor to have your trust in helping to provide you, your family and employees with a healthy and secure financial future. We believe if we work together we can make this happen.


Today, we have established a business serving ten states, along with a network of friends that extends from Massachusetts to California and from Maine to Florida. We believe the reason our business continues to grow is that we care personally about our clients.

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PROVIDED SERVICES

Taking care of the financial future, now.

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RETIREMENT PLANNING

Personal and Business

Accumulating wealth for your retirement years is very important. We are here to help set you and your employees up for success.

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PORTFOLIO MANAGEMENT

Measurable Progress

We’re dedicated to the management, on a non-discretionary basis, of your investments. Ongoing monitoring and allocation changes are vital as we develop a strong relationship built upon continued communication.

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INVESTMENTS

Strategic Asset Allocation

At Lewis Financial Services, we analyze your unique risk level and objectives so we can make the right investments and changes as needed. We offer a wide variety of investment opportunities, from stocks to bonds and alternative investing.

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INSURANCE

Planning Ahead

Annuities: You’ve been hearing a lot about annuities lately. Lewis Financial Services will educate you on the benefits and drawbacks to see if an annuity can add value to your portfolio.


Life Insurance: Whether you need income protection for your family or you would like to leave a legacy, Lewis Financial Services has insurance solutions for your needs.​


Long Term Care Insurance: A relatively new insurance product, Long-Term Care has a lot of moving parts. Is it right for you? We’ll show you how it works to help you decide.

We want you to succeed. Contact us today to see how you can benefit from our variety of financial services.

CONTACT US

10-12 Phoenix Row
Suite 3
Haverhill, MA 01832

978-373-8800

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Lewis Financial Services

978-373-8800

©2025 by Lewis Financial Services. 

Check the background of your financial professional on FINRA’s Brokercheck.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Lewis Financial Services is not affiliated with Cambridge.

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Cambridge's Form CRS (Customer Relationship Summary)

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The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Lewis Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. Financial Professionals may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

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