Nick Lewis
CFP®, FIC
Financial Consultant
Financial guidance focused on your goals and values.
State(s) Licensed: CA Insurance Lic. #4049371, CO, IA, MN, OH, WI
Phone: (507) 455-3727
Address:
113 W Main St
Owatonna, MN 55060
Financial guidance focused on your goals and values.
State(s) Licensed: CA Insurance Lic. #4049371, CO, IA, MN, OH, WI
Proudly serving Owatonna and Steele County.
Welcome!
As a Financial Representative my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:
- Retirement income planning
- Investment management
- Protecting loved ones against the impact of long term care, death, and disability
- Charitable giving
- College planning
My office is centrally located to help service people in the surrounding areas of: Owatonna, Medford, Ellendale, Kenyon, and Blooming Prairie . Call or stop by my office to learn more or set up an appointment.
To learn more about the privacy of your information, visit our privacy policy.
Location
Owatonna Office
- Phone:
- (507) 455-3727
Hours
M – F: 9 a.m. – 5 p.m.
Address
113 W Main St
Owatonna, MN 55060