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 Notice at Collection for California Consumers or 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