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PURSUE YOUR FINANCIAL GOALS

CELEBRATING 45 YEARS OF CARING SERVICE

EMPLOYEE BENEFITS CUSTOMIZED FOR YOUR BUSINESS

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Helping Families Build & Manage Wealth

Over the years, we have helped families and individuals build and manage wealth and leave lasting legacies through comprehensive short and long-range financial planning./p>

 

Your Business is Like a Family

You, your partners and employees have different needs, and the right incentives can keep them happy and productive.  We help you make important decisions, strengthen your financial confidence and address your asset protection needs.

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 215-875-8710

Email: info@leonlevy.com

1818 Market Street, Suite 3232, Philadelphia, PA 19103

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Levy & Associates has been recognized by the following:

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Victor Levy, 2016 Recipient - Awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM.  Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.

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Securities and Advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ,CA, CT, DC, DE, FL, GA, IA, IN, LA, MA, MD, MI, NC, NJ, NM, NY, PA, SC, TX, VA, VT, 

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