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Cfp© Jeffery P. Lewis

On a Mission to Elevate the Status of the Clients & Advisors We Serve

Jeffery P. Lewis is a Certified Financial Planner and Chartered Retirement Planning Counselor with a background in Wall Street's successful firms, dedicated to securing retirement income and financial stability for clients.

With a mission to empower Middle America, Jeffery offers specialized expertise in Retirement Income Maximization, Social Security and Pension Strategies, Company Retirement Plans, Annuities, Debt Elimination, and Estate/Tax Planning.

Jeffery holds a Bachelor's degree in Business Management from Brigham Young University and has been involved in founding and managing financial advisory and tech companies like Epic Trust Financial Group LLC and Epic Advisor Tech Inc.

Having served as a Financial Advisor and Portfolio Manager at Merrill Lynch, and handling audit responsibilities at Bank of America, Jeffery brings a wealth of industry experience to his clients, aiming to provide tailored financial solutions that go beyond traditional offerings.

To explore personalized financial strategies for a secure retirement, visit Jeffery's website to schedule a consultation.

By advocating for hard-working Americans, Jeffery seeks to revolutionize financial planning and protect clients' wealth from market volatility and excessive taxation.

Cfp© Jeffery P. Lewis
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Location

Kennewick, Washington, United States