Overview

Kris Lewicki & Associates, LLC

Information by Research TrustFinance

https://www.klassoc.com/

Kris Lewicki & Associates, LLC is an independent financial services firm founded by Kris Lewicki. The company specializes in providing comprehensive wealth management and financial planning services. Their mission is to build long-term, trusted relationships with clients by offering personalized financial strategies that encompass retirement planning, investment management, estate planning, and insurance services. The firm is registered as an Investment Adviser with the SEC and primarily serves individuals, families, and business owners, focusing on helping them achieve their financial goals.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service