Lewin and Associates is a financial planning firm based in Dunedin, FL, offering comprehensive financial and investment planning services to clients in Florida and nationwide. With a focus on individualized strategies, they help clients plan for a bright future by assessing risk preferences and providing tailored financial solutions.
Their services include estate and legacy planning, fixed indexed annuities for guaranteed growth, insurance options for financial protection, retirement planning, non-correlated investments for diversification, and mortgage tools to maximize benefits and use mortgages as a financial tool. With a team of experienced financial advisors, Lewin and Associates prioritize client goals and work towards achieving them through personalized financial planning strategies.
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