Our Mission:
Helping Clients Achieve Financial Success

Access to our business/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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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

Marketing to Seniors

Do you know which demographic controls 85% of the country’s wealth, and are now the fastest growing user group of social media?
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Bogus IRS Calls and Emails

Topping the IRS list of “Dirty Dozen” tax scams this year are fraudulent calls from phone scammers posing as IRS agents.
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Anthem’s Major Data Breach – What to do next

In a recent major security breach, hackers gained unauthorized access to Anthem Health’s IT system.
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Radically Improve Your Business with These 10 Mindsets

What makes some businesspeople successful, and others not? It has everything to do with having the right frame of mind.
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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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