Lewis Tax and Financial Group, Inc.
23 years in business
402 S Kentucky Ave Ste 220
Lakeland, FL 33801-5334
BBB File Opened: 10/13/2003
Business Started: 08/01/1994
Business Started Locally: 08/01/1994
Business Incorporated: 04/21/1998 in FL
Type of Entity
Principal: Mr. Carl Lewis, President
Mr. Aubrey Harrison, VP Operations
Ms. Paulette Scott, Executive Marketing Director
Retirement Planning Service
Taxes - Consultants & Representatives
Products & Services
This company offers retirement planning services including Wealth Transfer Planning, Inheritance Tax Planning, Charitable Planning, Retirement Income Planning, IRA & 401(k) Exit Planning, Current Insurance Policy Analysis, Premium Finance, IRA & 401(k) Rollovers, Asset Protection & Wealth Preservation, Life Insurance, Medicare Advantage and Medicare Supplement Plans.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.