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+1 301-230-0076
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| 6219 Executive Blvd Ste 100, Rockville, MD, 20852 | |
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0.6 miWhite Flint
0.9 miRide On 5, 26
1 miTwinbrook
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Specialties
For over 37 years we’ve been assisting our clients with Life Insurance and Health Insurance consulting as well as Estate, College and Retirement Planning needs for individuals and businesses of all sizes. Whether it’s insurance or financial consulting for you or your business, Planning Needs Financial Group has the expertise and experience to provide solutions to your financial planning needs. Planning Needs Financial Group is a division of Corporate Benefit Services, Inc and serves the Maryland, Virginia and Washington DC area.
History
Established in 1975.
Charles Lewandowski, the founder of Planning Needs Financial Group, began his financial services career in 1975 when he obtained his life and health insurance license.
Shortly there after, in 1980, Mr. Lewandowski obtained his securities license and in 1988, he completed the comprehensive American College’s courses to become a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). In 2002, he satisfied all requirements for the Certified Financial Planning Board of Standards and was authorized to use the certification marks CFP and Certified Financial Planner. Charles is fluent in English, French and Portuguese.
Meet the Business Owner
Charles L.
Business Owner
Charles Lewandowski has been a long time resident of the Washington DC area. In 1970 Charles graduated from Albert Einstein High School in Kensington, MD. In 1972 Charles married his still loving wife Vera Lewandowski and has since then enjoyed a wonderful 40 years of marriage.
Shortly thereafter in 1975 Charles began his financial services career when he obtained his life and health insurance license. In 1980, after the birth of his son Marc, Charles obtained his securities license and in 1988, he completed the comprehensive American College’s courses to become a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). In 2002, he satisfied all requirements for the Certified Financial Planning Board of Standards and was authorized to use the certification marks CFP and Certified Financial Planner.
You couldn’t tell by meeting him but Charles is fluent in English, Portuguese and French. Charles also has two loving children, Andrea and Marc Lewandowski.
