Planning Needs Financial Group

Charles Lewandowski of Planning Needs Financial Named Five Star Wealth Manager

Company founder's 2015 Five Star Wealth Manager Award reflects a forty-year career providing the best in financial planning and insurance services, Planning Needs Financial Group reports


Rockville, MD -- (SBWIRE) -- 12/11/2015 -- Charles Lewandowski, the founder of Planning Needs Financial Group and a top Financial Advisor for forty years, won the 2015 Five Star Wealth Manager Award. The prestigious award bestowed by independent group Five Star Professional highlights Lewandowski as one of the most accomplished and well-respected wealth managers in the region, with only a tiny fraction of 17,000-plus eligible professionals in the Washington, D.C., area having become finalists. Under founder Lewandowski's leadership, Planning Needs Financial Group has become known as one of the most effective and reliable companies of its kind, and the recently announced Five Star Wealth Manager Award joins a number of other honors and accreditations he has accumulated over the course of his long, distinguished career.

"I'm proud to accept this Five Star Wealth Manager award and pledge to continue doing the dedicated, personal work that has made it possible," Lewandowski said, "For forty years here at Planning Needs Financial Group, we have been helping families and companies of all kinds with their financial planning and insurance needs. Whether that means Maryland short term disability coverage, small business health insurance, or helping to protect and build up the hard-won assets of individuals, we strive to do our absolute best for each and every client, and we think that shows in the quality of our work."

Since the organization's 2003 founding in Eagan, Minn., Five Star Professional has every year sought out the nation's top performers in a range of professional categories. Whether striving to identify the best dentists, estate planning attorneys, mortgage experts, or other specialists, the independent group applies a range of objective criteria to filter all of the eligible candidates in a given area down to a small group of highly qualified finalists. Thereafter, industry-standard survey tools and further research result in the identification of the very few who consistently provide the highest quality of service to their clients, pointing out to peers and consumers those who stand at the absolute pinnacle of a given profession.

In receiving the 2015 Five Star Wealth Manager Award, Charles Lewandowski adds to an impressive list of accomplishments built up over the course of a career that now spans four decades. After becoming qualified to sell life and health insurance in 1976, Lewandowski followed up shortly thereafter with a securities license, becoming a Chartered Life Underwriter, Chartered Financial Consultant, and Certified Financial PlannerĀ® as well.

Since then, Lewandowski has built Planning Needs Financial Group into one of the Eastern Seaboard's top companies of its kind, working with businesses of all sizes and individual clients to arrive at the best possible solutions for their particular financial planning and insurance needs. Along with a Consumers Research Council Award and other honors that Lewandowski and Planning Needs Financial Group have received over the years, the newly conveyed 2015 Five Star Wealth Manager Award is a sign of the dedicated, effective work that has consistently characterized his career.

About Planning Needs Financial Group
With the best in financial planning and insurance services, Planning Needs Financial Group has helped thousands of companies, individuals, and families meet their goals and guard against illness and accidents, building up a long record of success under the leadership of founder Charles Lewandowski.