Lewin & Associates, Inc.
Annuities / Life Insurance / Mortgages / Retirement Planning Foundation Investment Advisor and Lewin & Associates are independent of one another.
The most significant difference between myself and traditional brokers is as an Investment Advisor Representative, I am held to the Fiduciary Standard that legally requires me to act solely in the best interest of the client, putting the client’s interests ahead of the firm at all times. Advisory services are offered by Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser. Michael Lewin is an Independent Investment Advisor Representative.
08/02/2024
Do you have an estate plan?
08/01/2024
Do you have life insurance?
07/31/2024
Do you have a will?
07/30/2024
Should you pay off your mortgage or invest?
07/29/2024
Is it too late to start investing?
07/27/2024
Are you over your head in debt?
Do you have a retirement plan in place?
07/26/2024
How much money are you contributing to your 401k? Is it enough?
07/25/2024
Do you know how much you will get from Social Security?
07/24/2024
Do you do an IRA Contribution?
07/21/2024
Do you owe more than you make?
07/18/2024
How is your credit score? Does it need improvement?
07/17/2024
Do you have steps in place to help you with inflation for your retirement?
07/16/2024
How do you know if you have enough money to retire?
07/15/2024
Do you have a budget? Let me help you make one.
07/07/2024
Are you over your head in debt?
07/06/2024
Do you have a retirement plan in place?
07/05/2024
How much money are you contributing to your 401k? Is it enough?
07/04/2024
Do you know how much you will get from Social Security?
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Our Story
Established in 1996 – Lewin & Associates has helped countless people navigate diverse types of markets. Backed by a solid foundation and team of experts to give our clients the best chance for success now and in the future. We are dedicated to finding products and solutions that meet individual levels of risk tolerance for everyone we advise.
The most significant difference between myself and traditional brokers is as an Investment Advisor Representative, I am held to the Fiduciary Standard that legally requires me to act solely in the best interest of the client, putting the client’s interests ahead of the firms at all times. Brokers are not held to this Fiduciary Standard.
Investment advisory services are offered through Wealth Watch Advisors, an SEC-registered investment advisor. Wealth Watch and Lewin & Associates are independent of one another.
Telephone
Website
Address
2737 Westchester Drive N
Clearwater, FL
33761
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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