Lewin & Associates, Inc. was established in 1996 by President and founder Michael A. Lewin, Investment Advisor Representative. Michael has worked in the financial services industry for over 25 years. Lewin & Associates, Inc. specializes in financial planning and mortgages. We work to help people with savings plans, life insurance, and overall estate/legacy planning.
We start by explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Thereafter, we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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