JONATHAN LEWIS, FINANCIAL ADVISOR

There is now a full time Financial Advisor available to Beaver Island friends and residents. My name is Jonathan Lewis (Jon). I have owned a home on Beaver Island for many years but this year moved my business and home to Beaver Island and Summmerland Key, Fl. I have over 30 years experience on Wall street and enjoy helping people reach their financial goals.

Daley financial Partners have offices in Chicago, Boston, Summerland Key and now Beaver Island. We combine the personal dedication you look for in a financial firm with eh depth of services an capabilities needed to help you pursue your goals. Through understanding your priorities and helping you discover and establish your financial goals, we can help you create long-term plans that will address your financial needs.

Please feel comfortable reaching out if I can be of any help.

Jonathan Lewis, Financial Advisor
36965 Allen’s Lakeview Rd.
Beaver Island, Mi, 49782
(231) 688-4373

Services

Financial Planning

Roth IRAs
Traditional IRAs
Education Planning
Retirement Planning
Required Minimum Distributions (RMD)
Brokerage Accounts
Fee-Based Accounts
Wealth Management

Investments

Common Stocks
Taxable Bonds & Notes
Tax-free Bonds
Mutual Funds
Real Estate Investment Trusts (REITS)
Variable Annuities
Fixed Annuities
CDs

Business Solutions

401 (k) Plans
SIMPLE IRAs
SEP IRAs
Profit Sharing Plans