Spouses, children, grandchildren, aging parents, and, if you own a business, even your employees can have a dramatic impact on your plan’s continued success. Our successful “kitchen table” approach coupled with objective, professional advice has made us the choice of families, individuals and business owners for more than 40 years.
We are a financial planning and employee benefits firm that has been helping families build and manage wealth for over two generations. We understand fully the comprehensive needs of today’s families as well as those of individuals and business owners.
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.
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,