Lewis Tax & Financial Group

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1 Lake Morton Dr Ste 220
Lakeland, FL 33801

Lewis Tax & Financial Group, located in Lakeland, FL, has been dedicated to assisting individuals and families with their financial needs since 1995. The firm focuses on securing and protecting clients' savings and investments while prioritizing their best interests through transparent and customized financial planning.

Offering a comprehensive range of services, including tax preparation, wealth management, estate planning, retirement planning, life insurance, and healthcare planning, Lewis Tax & Financial Group tailors its approach to align with each client's unique goals. Their trained advisors utilize a diverse array of products to create the most effective investment plans for their clients.

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3.04 reviews
Photo of Paula D.
Paula D.
2/7/2018

Best place to get long form income taxes done! They charge the best reasonable price in and out of town.Their the best when it comes to being on top of all the new tax laws. They are very...

Linda N.
2/24/2024

Run as fast as you can!!!! Don't give them the time of day! Rude Politically biased and don't have any problem with showing it! His secretary is not at all capable or knowledgeable! The annuity...

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Deke M.
5/16/2023

Everything in my first review still stands, 4 years later. Owner Carl Lewis boasts how he helps thousands of seniors. He was very rude to my elderly mom, gave no advice and basically held her...

Ben K.
7/21/2022

Super knowledgeable advisor with safe investments. Annuities aren't for every age group, but if you are interested in annuities in Lakeland, there is no better place to go. Family owned and...

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