Lewis Financial SLO

True knowledge comes through experience. With decades of investing experience between our team, you will be satisfied with our services and results. We manage your capital while looking to work toward your financial objectives. We recognize cycles in the market and look past the noise created by the media to choose suitable financial products for your situation. Who We Serve We serve clients who are at different states in life. From those starting families, the employed who are planning for retirement, and retirees. About LPL Financial LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. Owner of Lewis Financial Wayne E. Lewis, C.S.P.G. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best—help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology Comprehensive clearing and compliance services Practice management programs and training Independent research LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. Our Services We offer a full range of financial services, including but not limited to: Asset Management Retirement Planning Education Planning Tax Planning Estate Planning Charitable Planning Insurance Services

Address: 555 Chorro Street, Suite D-2, San Luis Obispo, CA 93405, USA

Phone: +1 805 548 0900
FAX: +1 805 548 0901