BBB Accredited Business Profile

Lewis Tax and Financial Group, Inc.

Lewis Tax and Financial Group, Inc.

(863) 687-3012

Lewis Tax and Financial Group, Inc.

23 years in business
402 S Kentucky Ave Ste 220
Lakeland, FL 33801-5334
Additional Phone Numbers
  • (888) 687-3012
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
Corporation
Contact Information
  • Principal: Mr. Carl Lewis, President
  • Mr. Aubrey Harrison, VP Operations
  • Ms. Paulette Scott, Executive Marketing Director
Business Category
  • 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.

Lewis Tax and Financial Group, Inc.

Lewis Tax and Financial Group, Inc.

BBB ACCREDITED SINCE 10/13/2003

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