Manda Lewis CFP, H&H Financial Group

Manda Lewis CFP, H&H Financial Group We work with individuals & businesses on wealth management, estate planning, & retirement planning. Manda joined H&H Financial Group as a Partner in 2005.

Manda offers investment advisory services through Eagle Strategies LLC, as a Financial Advisor in numerous states. Manda earned her Accounting degree from Geneseo State University in 2001, graduating Magna Cum Laude. She began her career in financial services in 2000, becoming a licensed Paraplanner to a Financial Advisor. Manda is a Qualifying Member of the Million Dollar Roundtable and has earne

d numerous awards in the industry including the prestigious Women in Insurance and Financial Services Circle of Excellence Award in 2013, 2014 and 2015. She is also authorized to offer AARP LTC. Manda lives in Elmira Heights, NY with her husband, Jason. (Manda Lewis achieved MDRT status in 2007, 2008, and annually since 2011.) The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

H&H Financial Group works with individuals and businesses in the areas of wealth management, estate planning, retirement planning, and business planning. We help guide our clients through the "build", "grow" and "enjoy" stages of their lives by following a unique six-step process of discovery, analysis, planning, recommendation, implementation, and monitoring. By following this process, we help our clients organize their financial lives, structuring it to meet their goals, and provide them with a foundation for long-term financial independence

Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…
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Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…

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: "Don't be afraid to give up the good to go for the great." -John D. Rockefeller

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Thinking about being your own boss? This article offers expert-backed tips to make the leap with confidence — from structuring your income to managing risk. Check it out…

Don't let your fear of failure, or not having thousands of dollars in the bank, stop you from becoming your own boss, says small-business expert Brian Moran.

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: "Life isn't worth living, unless it is lived for someone else.” - Albert Einstein

New to investing? Learn key tips to start confidently, avoid common mistakes, and make informed decisions with FINRA’s g...
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New to investing? Learn key tips to start confidently, avoid common mistakes, and make informed decisions with FINRA’s guidance.

If you’re new to investing, you might wonder where to begin. Between setting up an investment account and making your first transactions, the choices can feel overwhelming. Here are some tips to get you started.

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: “Try not to become a man of success but rather try to become a man of value.” - Albert Einstein

Check out how the wealthiest Americans use debt to stay rich…
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Check out how the wealthiest Americans use debt to stay rich…

See how rich people use debt to grow wealth, avoid taxes, and stay ahead, while others fall behind using it the wrong way.

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: "Many of life's failures are people who did not realize how close they were to success when they gave up." - Thomas Edison

These proven strategies build financial wisdom that lasts generations. Check them out…
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These proven strategies build financial wisdom that lasts generations. Check them out…

Rich families normalize financial discussions the way others talk about weather or sports. Parents openly explain investment decisions, compare prices before

Address

737 Addison Road
Painted Post, NY
14870

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+6077393702

Website

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