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Douglas J. Lewis, CFP®

Lewis Financial Management, LLC

4904 Professional Ct
Ste 101
Raleigh, NC 27609-4969
Phone: (919) 872-7000
Fax: (919) 872-7004

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Mutual Funds
  • Retirement
  • Sudden Wealth

 

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