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ABOUT

Allan Lewis

Allan W. Lewis

With over 17 years experience as a Life Insurance and Investment Broker, it has been my pleasure to work with my clients to achieve their short- and long-term goals. I have a passion for working with clients to set their financial goals, then work on the strategy they most feel comfortable with to achieve them. Whether you’re nearing retirement, just starting your career out of school, or starting a new family, I work closely with you to build a plan leveraging the right products within your budget. 

 

I have 2 wonderful kids and an amazing wife; my number one goal is to protect my family and ensure we meet our present and future goals. Even though every client’s goals are different I take the same approach as I do with my own family to identify what is important to that client and ensure we protect and meet their goals. 

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