Manda Lewis CFP, H&H Financial Group

Manda Lewis CFP, H&H Financial Group We work with individuals & businesses on wealth management, estate planning, & retirement planning. Manda joined H&H Financial Group as a Partner in 2005.

Manda offers investment advisory services through Eagle Strategies LLC, as a Financial Advisor in numerous states. Manda earned her Accounting degree from Geneseo State University in 2001, graduating Magna Cum Laude. She began her career in financial services in 2000, becoming a licensed Paraplanner to a Financial Advisor. Manda is a Qualifying Member of the Million Dollar Roundtable and has earne

d numerous awards in the industry including the prestigious Women in Insurance and Financial Services Circle of Excellence Award in 2013, 2014 and 2015. She is also authorized to offer AARP LTC. Manda lives in Elmira Heights, NY with her husband, Jason. (Manda Lewis achieved MDRT status in 2007, 2008, and annually since 2011.) The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry

H&H Financial Group works with individuals and businesses in the areas of wealth management, estate planning, retirement planning, and business planning. We help guide our clients through the "build", "grow" and "enjoy" stages of their lives by following a unique six-step process of discovery, analysis, planning, recommendation, implementation, and monitoring. By following this process, we help our clients organize their financial lives, structuring it to meet their goals, and provide them with a foundation for long-term financial independence

Small business succession planning protects your legacy and keeps operations strong through leadership changes. Read the...
07/16/2026

Small business succession planning protects your legacy and keeps operations strong through leadership changes. Read the article to understand what succession planning involves and how it supports long-term success.

For many Oregon small business owners, the question isn’t if you’ll transition out of owning your business, but how and when.

07/13/2026

: “Don’t think what’s the cheapest way to do it or what’s the fastest way to do it. Think what’s the most amazing way to do it.” – Richard Branson

07/09/2026

If you’re planning to leave retirement assets for a loved one with special needs, learn why naming a special needs trust as beneficiary can help protect their benefits.

This issue of The Voice® is written by Lisa Nachmias Davis, CELA, a partner in the New Haven, Connecticut firm of Davis O’Sullivan & Priest, LLC. If you’re reading this article and have a child or family member with special needs, you’ve probably already set up a third-party special needs tru...

07/06/2026

: “You will never change your life until you change something you do daily. The secret of your success is found in your daily routine.” - Darren Hardy

Today, as we celebrate the 250th birthday of the United States, I’m reminded that America’s story has never been about p...
07/04/2026

Today, as we celebrate the 250th birthday of the United States, I’m reminded that America’s story has never been about perfection - it has always been about possibility.

Our nation was born from an extraordinary idea - that our rights come not from government, but from our Creator, and that free men and women are capable of building a future limited only by their character, determination, and faith.

Through triumphs and trials, generations of Americans have answered the call to preserve those ideals. They built, innovated, sacrificed, served, and defended the freedoms that so many around the world still long to experience. Because of them, America has become a beacon of opportunity, a leader in innovation, and a symbol of the enduring power of freedom.

As we commemorate this historic milestone, I’m grateful for those who have sacrificed to protect the liberties we enjoy and filled with hope for what lies ahead. The American story is still being written, and I believe its greatest promise still lies ahead - entrusted to each generation to preserve, strengthen, and pass on.

Happy 250th Birthday to the greatest nation on Earth!

God bless America. 🇺🇸

Here are 6 subtly genius ways wealthy people save tons of money…
07/02/2026

Here are 6 subtly genius ways wealthy people save tons of money…

Experts reveal how affluent individuals save money through smart investing, tax planning, automation and more to build wealth.

06/29/2026

: “You can spend the rest of your life trying to figure out what other people expect from you, or you can make a decision to let that all go.” – Maria Shriver

Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…
06/25/2026

Think retirement is a set-and-forget plan? Think again. Avoid these 10 common mistakes that can derail your plans…

Sidestep these land mines to help safeguard your money, health and happiness

06/22/2026

: "Don't be afraid to give up the good to go for the great." -John D. Rockefeller

06/21/2026

Address

737 Addison Road
Painted Post, NY
14870

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+6077393702

Alerts

Be the first to know and let us send you an email when Manda Lewis CFP, H&H Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Manda Lewis CFP, H&H Financial Group:

Share