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401K Services Team

401 (k) Retirement Plans and Individual Retirement Plans

Employer Sponsored Retirement Plan Model

About

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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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