Broker Check

“We serve our interests best when we serve our clients interests first,” - Bob Levine, Founder of Levine Group in 1963


Over 50 Years in Business and Still Counting...

Levine was founded in 1963 and has been in business for over 50 years. We celebrated our 50th year anniversary in 2013.

About Us

Meet our Founder and the Team

We invite you to meet our team and learn more about our firm by watching this short, introductory video.

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About Us

With professionalism, competency and collaboration, we provide comprehensive planning services to individuals and businesses.

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Problems We Solve

As experienced specialists, we help our clients solve their most pressing issues so they can better pursue their goals. 

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Services

Our extensive product and service offerings are tailored to help individuals and businesses in all areas of finances. 

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Contact Us

We welcome the opportunity to speak with you to learn more about how our firm can help you better prepare for the future. 

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Get Organized with Life360

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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Is Your 401(k) Okay?

Fiduciary Fitness, QDIA, ADP/ACP testing, Education, Fees… What does it all mean? Let us do a check up on your company’s 401k!

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ALWAYS LOOKING FORWARD AND PLANNING AHEAD