All agencies
TL

The Lewis Financial Group

Based on public information · Profile not yet claimed

Licensed agency · channel not confirmed

Offices: Wheeling · West Virginia
Claim this profileOwn this agency? Claim it to confirm or correct these details.
Compare

The Lewis Financial Group is a licensed insurance agency licensed in Wheeling, WV. Lines listed: Agribusiness, Commercial, Personal, Vehicle, Property Insurance. Founding or history: 2002. Agency Match assessments based on public information: Business Partnerships medium. 13 publicly sourced facts with links.

How we determined the info on this profile
  • License record: taken from the state license roster.
  • Offices: based on offices listed on the agency's website. More than one office can count toward the Looking to Buy score.
  • Lines of business: based on text on the agency's website. They can count toward the Strategic Partnership score.
  • Leadership: based on text on the agency's website. It can count toward the Mentorship & Peer Connection score.
  • Carrier partnerships: based on carriers named on the agency's website.
  • Looking to Buy: not enough public facts for a score.
  • Open to Selling: not enough public facts for a score.
  • Mentorship & Peer Connections: not enough public facts for a score.
  • Business Partnerships: scored from specialties, markets and carriers published on the agency's website.

Research

Detailed profile

Geography

1 documented offices

Ownership events

1

Ownership

Not confirmed

Agency Match assessments

Agency Match uses public information and a proprietary scoring model to identify possible business opportunities. Ratings indicate potential, not confirmed interest, unless explicitly noted.

Looking to Buy

Insufficient Evidence

Public signs the agency buys or absorbs other agencies: past acquisitions, growth by acquisition, added offices and the depth to integrate a book.

Why: Serves more than one state or a wide region; public history of 15+ years in business or in the industry

  • Serves more than one state or a wide region · West Virginia, Ohio, Delaware, Pennsylvania and Marylandthelewisfg.com
  • Public history of 15+ years in business or in the industry · 2002thelewisfg.com
What this rating was based on (2 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Serves more than one state or a wide region (supporting)+10 pts
  2. Public history of 15+ years in business or in the industry (supporting)+5 pts

Total: 15 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 2 facts from 1 website.

Not known publicly: Whether the agency is buying now and at what size; Financing and integration capacity.

Open to Selling

Acquisition Research Fit

Low · 3

Acquisition Research Fit is low. Formation year 2002 is on a verified record (24 years in operation). The rating stays Low because years in operation and size are a business profile, not a transition. This is not a statement that the agency wants to sell.

  • Formation year 2002 is on a verified record (24 years in operation). Verified · +3 ptsthelewisfg.com

Confidence: low. Separate from the rating.

Not on file: Owner tenure is not established; No internal succession document; Confirmed sale interest is unknown.

Confirmed sale interest: Unknown

Mentorship & Peer Connections

Insufficient Evidence

Public signs of industry standing and willingness to share know-how: association leadership, teaching, memberships, recognition and tenure.

Why: Public history of 15+ years in business or in the industry

  • Public history of 15+ years in business or in the industry · 2002thelewisfg.com
What this rating was based on (1 factor)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Public history of 15+ years in business or in the industry (supporting)+10 pts

Total: 10 points → Insufficient Evidence: a rating needs at least two facts including one core factor for this assessment.

Confidence (separate from the rating): not given without a rating · 1 facts from 1 website.

Not known publicly: Whether the principals want to mentor or be mentored.

Business Partnerships

Medium · 40

Public signs the agency would complement others: niche specialties, referral or partner relationships, broad carrier access, both personal and commercial lines, and regional reach.

Agency Match score: 40/100 · Medium confidence: 3+ public facts

Why: Niche specialty line documented; serves more than one state or a wide region; several documented lines of business

  • Niche specialty line documented · Agribusiness, Commercial, Personal, Vehicle, Property Insurancethelewisfg.com
  • Serves more than one state or a wide region · West Virginia, Ohio, Delaware, Pennsylvania and Marylandthelewisfg.com
  • Several documented lines of business · Agribusiness, Commercial, Personal, Vehicle, Property, Retirement, College Funding, Employee Insurance, Profesthelewisfg.com
What this rating was based on (3 factors)

Based on public information. Points come from a fixed rubric. The score is a sum of points, not a probability. Confidence is shown separately and does not change the rating.

  1. Niche specialty line documented+20 pts
    • Agribusiness, Commercial, Personal, Vehicle, Property Insurancethelewisfg.com
  2. Serves more than one state or a wide region+10 pts
  3. Several documented lines of business (supporting)+10 pts
    • Agribusiness, Commercial, Personal, Vehicle, Property, Retirement, College Funding, Employee Insurance, Professional Insthelewisfg.com

Total: 40 points → Agency Match score 40/100, rated Medium (High at 60+, Medium at 35+).

Confidence (separate from the rating): Medium confidence: 3+ public facts · 3 facts from 1 website.

Not known publicly: Which partnerships the agency would welcome; Carrier appointments not published online.

Record & channel

License recordPublicly sourced

West Virginia resident business-entity license #3000691220 (NPN 19322548), licensed at Wheeling, WV

sbs.naic.org
ChannelUnknown

Licensed agency · channel not confirmed

No published statement found yet saying whether this agency is independent or represents one carrier.

OwnershipUnknown

Not confirmed. Names on a website or license are not treated as proof of who owns the agency.

Website: www.thelewisfg.com

Locations & footprint

Wheeling, West Virginia

Operating office · Northern Panhandle

PublishedBrowse city

Documented offices are not necessarily the full service area. Acquisitions do not establish additional offices.

Highlights

Agribusiness, Commercial, Personal, Vehicle, Property InsuranceFounding: 2002

Story so far

  1. —

    Larry R. Lewis is Owner and founder

    Published

People & affiliations

Larry Lewis, General AgentPublished

Larry Lewis, General Agent

Larry Lewis, General AgentPublished

Larry Lewis, General Agent

Names & entities

THE LEWIS FINANCIAL GROUPRecord

Legal name on license record

Facts from published sources (13 verified)

Office locationPublicly sourced

Office location: 1 Kruger Street, Wheeling, WV 26003

“1 Kruger Street, Wheeling, WV 26003”
thelewisfg.com
LeadershipPublicly sourced

Leadership: Larry Lewis, General Agent

“Larry Lewis, General Agent”
thelewisfg.com
FoundingPublicly sourced

2002

“Since 2002, The Lewis Financial Group has been proud to represent the American National family of companies”
thelewisfg.com
CarrierPublicly sourced

American National

“Proud partner of American National Since 2002, The Lewis Financial Group has been proud to represent the American National family of companies”
thelewisfg.com
Line of businessPublicly sourced

Agribusiness, Commercial, Personal, Vehicle, Property Insurance

“What type of insurance is right for you? Agribusiness Commercial Personal Vehicle Property Insurance”
thelewisfg.com
Market servedPublicly sourced

West Virginia, Ohio, Delaware, Pennsylvania and Maryland

“Make a career out of helping your friends, family and neighbors in West Virginia, Ohio, Delaware, Pennsylvania and Maryland”
thelewisfg.com
Office locationPublicly sourced

Office location: 1 Kruger Street, Wheeling, WV 26003

“1 Kruger Street, Wheeling, WV 26003”
thelewisfg.com
LeadershipPublicly sourced

Leadership: Larry Lewis, General Agent

“Larry Lewis, General Agent”
thelewisfg.com
Market servedPublicly sourced

West Virginia, Virginia, Maryland, Ohio, Kentucky, Pennsylvania and Delaware

“Proudly serving clients in West Virginia, Virginia, Maryland, Ohio, Kentucky, Pennsylvania and Delaware”
thelewisfg.com
FoundingPublicly sourced

More than a decade

“for more than a decade, The Lewis Financial Group offers a wide range of insurance programs”
thelewisfg.com
Line of businessPublicly sourced

Agribusiness, Commercial, Personal, Vehicle, Property, Retirement, College Funding, Employee Insurance, Professional Insurance, Claim Service

“Products Agribusiness Commercial Personal Vehicle Property Services Retirement Strategies College Funding Employee Insurance Benefits Program Professional Insurance Review Claim Service”
thelewisfg.com
Ownership eventPublicly sourced

Larry R. Lewis is Owner and founder

“Owner and founder Larry R. Lewis has a passion for helping clients protect what is most valuable to them”
thelewisfg.com
CarrierPublicly sourced

Multi-line general agent for 26 agents in West Virginia

“As a multi-line general agent for 26 agents in West Virginia, he works closely with individuals, business owners and farmers”
thelewisfg.com