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Helping Clients Achieve Financial Success

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Access to our personal portal is reserved for clients who have requested our portal services. This is a secure extension of our website designed to allow better, more convenient communication exchange, including documents and services. If you would like to learn more about this service, please contact us.
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Financial Sense Blog

Summer Activities to Improve Your Career

In the midst of summer, most of us want to take a break from our careers by vacationing and taking some time off. Yet, there are some ways to make some time for yourself and your career goals while enjoying the summer season, by proactively engaging in some meaningful professional development at the same time.
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Make Efficiency a Healthy Habit

Sometimes it can seem like regular habits can become rigid and boring. However, regular habits can help you become more efficient because you are creating a regular daily flow.
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Turn Employees into FANS!

All companies want not only the best people to work for them, but also people who are truly fans of the company and its product or services. So, how can companies get their employees to be some of their biggest fans?
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Take Advantage of Summer’s Arrival!

With summer tapping us on the shoulder just after Memorial Day, it’s time to take advantage of the increase in business that warmer temperatures can bring.
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Our Angle on Service

At Lewis & Knopf, we feel there are three elements of service that are essential to our clients’ SUCCESS and SATISFACTION—quality, timeliness and affordability. Most large firms can only deliver on two sides of the service triangle—we take pride in the fact that we can fulfill all three.
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