David Lewis Email & Phone Number

After 30 years in the financial services business and being recognized numerous times by the Wall Street Journal and other financial publications for stock picking, I joined Infinity Financial Partners, a firm focused on innovative financial planning solutions. I recently made this move in an effort to help individuals better position themselves for financial freedom. We are a one-stop shop providing a full array of financial products and strategies to maximize long-term wealth management. These individual and business services include retirement planning, investment strategies to manage risk, tax strategies and accounting to reduce payments to the government, estate planning, mortgage brokerage, insurance (life, LTC, annuities, home and auto). Let me know if we can help you or anyone you know in creating a stronger financial plan for a worry-free retirement. Many friends and referrals we work with now had put this process off for years. Now is the time to take action and position yourself for a better financial future. Risk management is particularly important today with the stock market at record highs and bond yields at historic lows. We look forward to working with you soon!(O) 770-790-5043david@infiniftyfinpartners.com

Listed skills include Investments, Valuation, Equities, Financial Analysis, and 17 others.

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  The University Of Georgia

  Investments And Securities