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

Levine Group 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.

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!

We invite you to watch a quick video about Riskalyze to learn how we use it to better serve you!

Take a minute to complete this questionnaire to help understand your risk tolerance! 

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