Description:
Hello,
I have been a licensed Financial Advisor for more than 20 years and have extensive experience in financial services. My licenses include Life Insurance, Series 6, 63, and 26, and I am licensed to provide financial advice in the states of Arizona, Connecticut, the District of Columbia, Georgia, Massachusetts, North Carolina, South Carolina, New Jersey, Nevada, New York, and Virginia.
My services include debt management, retirement planning, mutual fund investments, annuities, and various other investment services. As a mother of three and a wife, I take pleasure in teaching families about basic money concepts and helping them achieve their financial goals.
Service location:
Remotely
Service Reviews
4.5
19 reviews
NA
Nicholas A.
As someone in their late 20s, I realized the importance of organizing my finances and promptly searched for a "Financial Coach" on CrackerJack where I found Sharon. Within 24 hours, Sharon promptly responded to my request and we scheduled a call. During our talk, she provided me with a plethora of tips to help me gather my personal finances. Sharon's professionalism, knowledge, patience, and resourcefulness were impressive, and I highly recommend her to anyone seeking assistance in understanding their accounts. Additionally, her free sessions based on commission are not a gimmick, so I encourage everyone to refer Sharon as much as possible!
January 29, 2023
LP
Lauren P.
Sharon is incredibly proficient and understanding. I am elated that I enrolled as it signifies a positive beginning to my new year. It's such a relief! Sharon responded to all of my inquiries and put me at ease. I am excited to collaborate with her in accomplishing my future objectives.
January 21, 2023
WA
William A.
I disclosed my financial aspirations and was provided with guidance and useful resources to realize them. I am enthusiastic to implement the strategy. Appreciations to Sharon.
January 15, 2023
CJ
Courtney J.
Mrs. Sharon's expertise and approachable demeanor have greatly benefited my financial planning. Her guidance has instilled in me a stronger sense of motivation for securing my, and my daughter's, financial future. Moreover, Mrs. Sharon takes great care to explain each aspect of the plan in detail and is always willing to answer any questions I may have. As someone new to working with a financial advisor, her attentiveness is much appreciated. I am grateful for her time and dedication and eagerly anticipate working with her to achieve our financial goals.
December 23, 2022
WM
William M.
A diligent financial coach, Sharon Lewis comprehends your aspirations and the most efficient means to aid you in achieving them. With her guidance, I began saving, a feat I had never imagined possible. My economic prospects are much brighter, and I owe it all to her. Gratitude is in order!
November 24, 2022