Individual Financial Services |3708 Columbus Ave 9SanduskyOH44870 | (419) 515-0862
Individual Financial Services
3708 Columbus Ave 9
SanduskyOH 44870
 (419) 515-0862
Personalized Financial Planning Made SimpleHelping families since 1985 do more with their savings while avoiding risk.
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Financial Services Sandusky, OH

Securing a better financial future has never been easier than working with Individual Financial Services. Our financial services have been helping our clients retire well with tested savings strategies.

We Help With

  • Retirement Planning
  • Savings Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplements
  • Tax Preparation
  • Estate Planning
  • College Funding Planning
  • Long Term Planning
  • Survivorship Planning

Whether you need help planning for retirement, growing your savings portfolio, or finding life insurance that fits you, Individual Financial Services is here to help. Schedule a free consultation today!

Why Choose Individual Financial Services For Your Retirement Planning?

For most people, planning for retirement can be overwhelming. With all the uncertainties associated with your future, you should be confident your finances aren’t going to change. Individual Financial Services helps you do just that.

Custom Tailored Savings Strategies

We help our clients work towards a comfortable retirement. Our flexible retirement planning strategies consider your values and personal lifestyle to create a plan you’re most comfortable with.

When looking ahead to the end of your career, it helps to know you’ll have something waiting for you. We handle your savings while managing risk to ensure you keep the stability and comfort your lifestyle demands.

Tax Preparation Made Easy

Tax season doesn’t have to be stressful. Individual Financial Services provides tax preparation services, so you don’t have to take time out of your busy schedule to do your taxes. Over the last 30 years, we’ve striven to maximize our client’s returns without them having to do a thing.

John E. Lewis, LUTCF

Financial Representative

Since opening our practice in 1996, John Lewis has provided the citizens of Ohio with trusted financial guidance for greater financial stability. As a licensed financial representative, he is prepared to help you best navigate your finances long-term.

Schedule a Free Consultation

Schedule a Free Consultation


More Details:

More Details about Individual Financial Services

Accepted Payment Methods:

  • Debit Card

Business Hours:

Business Hours:

Monday 9:00 AM – 5:00 PM
Tuesday 9:00 AM – 5:00 PM
Wednesday 9:00 AM – 5:00 PM
Thursday 9:00 AM – 5:00 PM
Friday 9:00 AM – 5:00 PM

*HOURS ARE BY APPOINTMENT ONLY*