Zachary L Lewis, CRPC - (330) 650-2550

Financial Advisor at Ameriprise Financial Services, Inc.
CA Insurance License#OF30078

I work with busy, hard-working professionals like you who value sound financial planning. I help my clients manage multiple goals and handle complex financial situations and I can do the same for you. I follow a process that involves getting to know you and your goals and designing a plan that suits your unique needs. Once that plan is in place, I help you track your progress and update your plan so you can focus on living and enjoying your life.

Areas of Focus: Retirement planning strategies, Investments, Wealth preservation strategies

Licensing: Series 7, Series 66, State of Ohio Insurance, CA Insurance License #OF30078, Chartered Retirement Planning Counselor

Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect: Professional help in clarifying your financial goals and priorities

If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives, accurate information about our tailored solutions, including risks, benefits and costs

What to bring: A list of any questions you have regarding your current financial situation

Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention

A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals


Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Tags: Financial Services