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.
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Levy & Associates has been recognized by the following:
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.
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,