Lewis Wealth Management of Raymond James - Macon, Georgia

Lewis Wealth Management of Raymond James

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For individuals and families in Macon, Georgia, and the surrounding areas, Lewis Wealth Management, an affiliate of Raymond James, offers comprehensive financial planning and consulting services. Located at 121 Perimeter Pkwy, Macon, GA 31210, United States, this firm provides personalized guidance to help clients achieve their long-term financial goals. With a dedicated team of experienced professionals, Lewis Wealth Management focuses on building strong, trusting relationships with its clients, prioritizing their unique needs and circumstances.

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About Lewis Wealth Management

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Lewis Wealth Management operates as part of Raymond James, one of the largest and most respected financial services firms in the United States. This affiliation provides Lewis Wealth Management with access to a vast array of resources, research, and investment strategies, enabling them to deliver sophisticated and tailored solutions. They specialize in a wide range of services, including retirement planning, investment management, estate planning, tax planning, and insurance analysis. The firm’s core philosophy centers around a holistic approach to wealth management, recognizing that financial success is intertwined with overall well-being.

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Services Offered

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• Financial Planning: Lewis Wealth Management assists clients in developing personalized financial plans that align with their goals, risk tolerance, and time horizon. This includes creating budgets, setting financial objectives, and establishing strategies for achieving them.

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• Investment Management: The firm offers investment management services, utilizing a diversified portfolio approach to help clients grow their wealth while managing risk. They provide access to a broad range of investment options, including stocks, bonds, mutual funds, and ETFs.

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• Retirement Planning: With retirement a significant concern for many, Lewis Wealth Management offers expert guidance on retirement savings, income strategies, and distribution planning.

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• Estate Planning: They assist clients in developing estate plans that ensure their assets are distributed according to their wishes and minimize potential tax liabilities.

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• Tax Planning: The firm works closely with clients to identify tax-saving opportunities and develop strategies to minimize their tax burden.

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• Insurance Analysis: Lewis Wealth Management evaluates clients' insurance needs to ensure they have adequate protection against potential risks.

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Location and Accessibility

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The office of Lewis Wealth Management is conveniently located at 121 Perimeter Pkwy, Macon, GA 31210, United States. To facilitate client access, the facility boasts several important accessibility features:

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• Wheelchair-Accessible Car Park: A designated parking area is available for individuals using wheelchairs.

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• Wheelchair-Accessible Entrance: The main entrance is designed to accommodate wheelchair users.

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• Wheelchair-Accessible Toilet: A fully accessible restroom is provided on-site.

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• Toilet: Standard toilet facilities are available.

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• Appointments Recommended: Scheduling an appointment is highly recommended to ensure personalized attention and efficient service.

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Client Feedback and Reputation

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Currently, Lewis Wealth Management has 0 reviews on Google My Business, indicating a limited public record of client feedback at this time. However, as an affiliate of Raymond James, clients can anticipate a high level of professionalism and expertise. Raymond James consistently receives positive ratings and reviews for its overall service and commitment to client satisfaction. It's advisable for prospective clients to proactively seek testimonials or case studies to gain further insights into the firm’s performance and client success stories. The lack of immediate reviews doesn't necessarily reflect the quality of service offered; it may simply indicate a recent establishment or a focus on building a strong client base through direct referrals and word-of-mouth.

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Contact Information

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To schedule an appointment or learn more about Lewis Wealth Management, please contact them at Phone: 4784714440. You can also visit their website at raymondjames.com for more information about their services and team.

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Lewis Wealth Management is dedicated to providing personalized financial advice and building long-term relationships with its clients. Their commitment to excellence, combined with the resources of Raymond James, positions them as a trusted partner in achieving financial success.

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Key Features:

• Raymond James Affiliation: Access to extensive resources and research.
• Comprehensive Services: A wide range of financial planning and investment options.
• Client-Focused Approach: Personalized advice tailored to individual needs.
• Accessibility: Designed for convenient access for all clients.

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"summary": "Lewis Wealth Management of Raymond James offers personalized financial planning and investment management services in Macon, GA, leveraging the resources of a leading financial firm and prioritizing client accessibility.",
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