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Lewis Financial Management LLCFinancial advisor in Raleigh, NC

Lewis Financial Management LLC is a financial advisor at 1611 E Millbrook Rd, Raleigh, NC 27609, ranked #11 of 45 stockbrokers in Raleigh and rated 3.7 from 6 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 872-7000Website ↗

Key facts

Key facts about Lewis Financial Management LLC
Address1611 E Millbrook Rd, Raleigh, NC 27609Get directions
Phone(919) 872-7000
Websitelfmadvisor.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating3.7 from 6 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Stockbrokersadditional Google category

Service area

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Knightdale, Garner, Cary, Wake Forest, Morrisville, Apex, Clayton, Holly Springs, Durham and Fuquay-Varina.

Based in Raleigh, NCView on map

Opening hours

Opening hours for Lewis Financial Management LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Lewis Financial Management LLC

How is Lewis Financial Management LLC ranked in Raleigh?

Lewis Financial Management LLC is ranked #11 of 45 stockbrokers in Raleigh by RFA Score, with 61 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Lewis Financial Management LLC’s hours?

Lewis Financial Management LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Lewis Financial Management LLC serve?

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Knightdale, Garner, Cary, Wake Forest, Morrisville, Apex, Clayton, Holly Springs, Durham and Fuquay-Varina. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Lewis Financial Management LLC?

Lewis Financial Management LLC has a rating of 3.7 from 6 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Lewis Financial Management LLC?

Call Lewis Financial Management LLC on (919) 872-7000. The business is at 1611 E Millbrook Rd, Raleigh, NC 27609. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Lewis Financial Management LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Lewis Financial Management LLC (this business)—613.7 (6)NoNo
Merrill Lynch Wealth Management#9613.3 (10)NoNo2.0 mi
Edward Jones - Financial Advisor: Tyler J Dean, CEPA®|AAMS®|CRPS™#10614.7 (13)NoNo13.1 mi
Edward Jones - Financial Advisor: John Soles, CFP®|AAMS®#12605.0 (4)NoNo3.1 mi

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