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 ARE OFFERED THROUGH FOUNDATIONS INVESTMENT ADVISORS AN SEC REGISTERED INVESTMENT ADVISOR. LEWIN & ASSOCIATES AND FOUNDATIONS INVESTMENT ADVISORS ARE INDEPENDENT FROM ONE ANOTHER.
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