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PURSUE YOUR FINANCIAL GOALS

CELEBRATING 45 YEARS OF CARING SERVICE

EMPLOYEE BENEFITS CUSTOMIZED FOR YOUR BUSINESS

The best financial plans get everyone involved

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.

 

Who We Are

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.

 

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.

This is what we do.
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Advisory Teams

There are many financial products in the market, and so choosing the ones that best address an individual client’s needs can be complicated.

 

Life and Health Insurance Team

Making certain that our clients are prepared for potential catastrophes is our firm’s mission.
 

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Wealth Management Team

We begin with your dreams then we go from there.
 

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401(k) Services Team

A retirement plan is a tax effective way to build resources for the future.
 

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Corporate Benefits Team

We seek to provide the very best in benefit implementation and support.
 

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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.

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