Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Jeffrey C. Lewis, CFP®, RICP®, ChFC®, CLU®
Founder and President
888-311-9879
Founder of Planning Financial Futures Founder and PresidentYears of Financial Service Experience: 30 +Education: BA, Economics, Binghamton University Certifications & Designations: CFP® (Certified Financial Planner™)...
Sandra J. Grinspan, CFP®
Executive Vice President
(631) 420-4243
sgrinspan@northridgewealth.com
Sandy is North Ridge’s Executive VP and is also the firm's product analyst and marketing specialist. She regularly provides our reps with a wide range of practice management tools and product strategy ideas learned through...
Linda Katz, CFP®, CDFA®
Financial Advisor
Linda’s practice is dedicated to comprehensive Financial Planning Solutions throughout her client’s many life stages. “Over the last twenty years working as a financial practitioner, it is very rewarding to see my...
John Trent, CPA
Financial Advisor
Education BBA, Accounting, Adelphi University MBA, Finance, Adelphi University Certifications & Designations CPA® (Certified Public Accountant) Check the Quality of My Credentials Registration & Licensing Certified Public...
Laura J. Burns, Esq.
Lawyer
LauraJBurns@TheBurnsLawGroup.com
Laura J. Burns, Esq., is a partner with The Burns Law Group, P.C. Laura’s areas of practice include Estate Planning, Elder Law, Medicaid and Asset Protection planning, Medicaid Applications for home care and nursing home care,...
Robert W. McLear
Insurance Broker
Robert W. McLear Agency Inc. Education BBA from St. John University’s School of Risk Management Certifications and Licenses New York State Property & Casualty Independent Broker ( Auto, Boat, Business, Flood, Home,...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.