Lewis Financial
Financial Services • 
King of Prussia, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 1000 Continental Drive, Suite 695, King Of Prussia, Pennsylvania 19406, US |
| Phone number | +14142711444 |
| Websites | |
| NAICS | 52 |
| Keywords | Risk Management, Fee Based Planning, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Wealth Managment, Investment & Advisory Services |
| Founded | 2009 |
| Employees | 11-20 |
| Socials |
Key Contacts at Lewis Financial
Jason W. Lewis
Founder
Michael Bruce
Director Of Investment Research
Amanda Romano
Director Of Special Projects
Cherelle Lewis
Director
Jason Lewis
Director - Financial Planner
Richard Lewis
Owner
Aisling Murphy
Director Of Business Development
Lewis Financial Email Formats
Lewis Financial uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@nm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@nm.com | 100% |
About Lewis Financial
Lewis Financial is committed to solving specialized needs that are typically not being addressed within the independent financial services marketplace. Specifically, Lewis Financial works with those clients with unique needs: the highly compensated; and the business owner. There are a large number of strong, well-run financial services representatives and organizations that do not currently have access to the sophisticated business consulting and transaction support services that are offered by Lewis Financial. It was determined that this specialized marketplace demanded a resource to provide proactive actionable advice. Jason W. Lewis provides access to a variety of specialists in this marketplace to ensure the highest caliber of service. It is the belief and mission of Jason, and Lewis Financial, to provide superior quality output and highly personalized service honed through years of experience and the expertise of an organization that has grown from the rich Northwestern Mutual tradition of developing enduring relationships with clients by providing expert guidance for a lifetime of financial security.
Lewis Financial revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Lewis Financial has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Lewis Financial has never raised funding before.
China
Hong Kong
Ireland
FranceFrequently asked questions
4.8
40,000 users
