Levine was founded in 1963 and has been in business for over 50 years. We celebrated our 50th year anniversary in 2013.
We invite you to meet our team and learn more about our firm by watching this short, introductory video.
With professionalism, competency and collaboration, we provide comprehensive planning services to individuals and businesses.
As experienced specialists, we help our clients solve their most pressing issues so they can better pursue their goals.
Our extensive product and service offerings are tailored to help individuals and businesses in all areas of finances.
We welcome the opportunity to speak with you to learn more about how our firm can help you better prepare for the future.
Modern-day life has never been more hectic or complex as it is today - particularly when it comes to finances. With the help of Life360, we will partner with you to simplify your finances so you can achieve confidence and peace of mind. Check out this short video to learn more. Get started on your journey to financial wellness!
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Fiduciary Fitness, QDIA, ADP/ACP testing, Education, Fees… What does it all mean? Let us do a check up on your company’s 401k!