Arthur Lewis - Financial Planner - Fort Lauderdale, Florida

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Arthur Lewis – A Comprehensive Financial Planning Resource

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For individuals and families seeking expert financial planning guidance, Arthur Lewis at Equitable provides a dedicated service focused on building secure and prosperous futures. Located at One Financial Plaza, SE 3rd Ave Ste. 1200, Fort Lauderdale, FL 33394, United States, Arthur Lewis is a professional financial planner committed to delivering tailored solutions to meet diverse client needs. His primary focus is on helping clients achieve their long-term financial goals, whether it’s retirement planning, investment management, education savings, or estate planning. He operates as part of Equitable, a well-established financial services firm with a strong reputation for integrity and client-centric service.

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About Arthur Lewis

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Arthur Lewis brings a wealth of experience and knowledge to his role as a financial planner. While specific details about his background and certifications are readily available through Equitable’s website, his commitment to educating clients and guiding them through complex financial decisions is evident. He understands that everyone’s financial situation and objectives are unique, and therefore, he prioritizes a collaborative approach, working closely with clients to develop personalized strategies.

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Location and Accessibility

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The office of Arthur Lewis is conveniently situated at One Financial Plaza, SE 3rd Ave Ste. 1200, Fort Lauderdale, FL 33394. This location allows clients to easily access his services. Furthermore, Equitable is dedicated to providing an inclusive environment. The office boasts several accessibility features, including a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. Appointments are strongly recommended to ensure adequate time for a thorough discussion of your financial needs. It's advisable to call ahead to confirm availability.

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Contact Information

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To schedule an appointment or discuss your financial planning needs, you can reach Arthur Lewis directly at 9544940013. For more comprehensive information about his services and Equitable’s offerings, please visit the company’s website: equitable.com. The website provides detailed resources on various financial topics and allows you to connect with a financial advisor.

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Specialties and Services

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Arthur Lewis specializes in a broad range of financial planning services designed to assist clients at various stages of life. These services typically include:

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• Retirement Planning: Developing strategies to ensure a comfortable and financially secure retirement.

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• Investment Management: Creating and managing investment portfolios aligned with client risk tolerance and financial goals.

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• Education Savings Planning: Helping families plan and save for their children's education expenses.

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• Estate Planning: Working with clients to develop estate plans that protect their assets and ensure their wishes are carried out.

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• Financial Goal Setting: Assisting clients in establishing clear financial goals and creating a roadmap to achieve them.

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• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage.

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He leverages Equitable’s extensive resources and expertise to provide clients with access to a wide array of investment products and services. It’s important to note that Equitable offers a diverse range of financial products, including mutual funds, annuities, and life insurance, and Arthur Lewis will guide clients through these options to determine the best fit for their individual circumstances.

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Client Feedback and Reputation

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Currently, Arthur Lewis’s company, Equitable, has 0 reviews on Google My Business. This indicates a limited amount of publicly available feedback at this time. However, Equitable as a whole maintains a strong reputation for its commitment to client service and regulatory compliance. The lack of immediate reviews doesn’t necessarily reflect a negative experience; it simply suggests that client feedback is still being gathered. Potential clients are encouraged to explore Equitable’s website and contact Arthur Lewis directly to learn more about his services and approach.

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Additional Points of Interest

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Beyond the accessibility features mentioned earlier, Equitable prioritizes client convenience and support. They strive to create a welcoming and professional environment for all clients. The office offers a comfortable space for consultations and allows ample time for detailed discussions. Furthermore, Equitable's commitment to ethical practices and regulatory compliance ensures clients can trust in the integrity of their financial planning advice. Clients should be aware that appointment scheduling is recommended to optimize their time with Arthur Lewis and ensure a comprehensive assessment of their financial situation.

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"summary": "Arthur Lewis at Equitable provides comprehensive financial planning services, focusing on retirement, investments, and estate planning, with a commitment to personalized client solutions and accessible office facilities.",
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