Edward Jones - Financial Advisor: Jeffrey S Lewis, CEPA®|AAMS®

Services Offered

• Retirement planning
• Education savings strategies
• Investment management
• Tax-efficient investing

About

Jeffrey S Lewis is a financial advisor based in Mountain Lakes, New Jersey, affiliated with Edward Jones. He provides comprehensive financial planning services, including retirement preparation, education savings strategies, and tax-smart investment advice. Jeffrey emphasizes the importance of face-to-face consultations to tailor financial strategies to individual client needs. His practice focuses on helping clients achieve their financial goals through personalized guidance and support.

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