Michael Lewis

Mike works with dozens of providers to offer a variety of financial products and services; including, Retirement Planning, Education Planning, Advisory accounts, Mutual Funds and Individual Securities, Brokerage Accounts, Life Insurance, Disability Income Insurance and Annuities.

As a financial professional, Mike's mission is to provide the highest level of service available through helping clients identify and prioritize their financial objectives. 

Mike helps individuals through an all-inclusive planning approach. Our services allow him to serve all his client's needs ranging from life insurance, retirement & estate planning strategies, asset management, long term care as well as strategies for employers and business owners. He create customized strategies and offer products from hundreds of leading investment and insurance companies. Mike currently holds Securities licenses 6, 7, 63 and 65 as an Investment Advisory Representative.

Mike attended Cleveland Heights High School in Cleveland Heights, Ohio and earned his degree from Cuyahoga Community College in Cleveland, Ohio. While attending college, additional industry specific education was attained through The American College of King of Prussia, Pennsylvania.

Mike volunteers with Recovery International, a worldwide mental health organization. In his free time, he enjoys golf, music (includes playing drums) and the arts and theater culture here in Cleveland.