Levine Financial Group

www.ownyourpe.com

At Levine Financial Group, we work with clients to help them own their personal economy. And we know that the only way to do that is to help them to understand it. Knowledge is the greatest asset you have, so we approach our client relations from a “knowledge-first” aspect. We Provide Holistic Planning. We... ● Coordinate and maximize all assets ● Uncover and protect against all potential risks ● Formulate and execute custom strategies ● Source and recommend the most appropriate solutions ● Analyze and plan for all income needs and protection ● Synchronize strategies, solutions, and timelines to enhance efficiencies ● Plan for and oversee wealth transitions and life stages ● Educate you every step of the way, so you’re informed and making the best decisions Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1150 Raritan Road, Suite 201 Cranford, NJ 07016. PAS is a wholly owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-131825. Exp. 1/2024

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At Levine Financial Group, we work with clients to help them own their personal economy. And we know that the only way to do that is to help them to understand it. Knowledge is the greatest asset you have, so we approach our client relations from a “knowledge-first” aspect. We Provide Holistic Planning. We... ● Coordinate and maximize all assets ● Uncover and protect against all potential risks ● Formulate and execute custom strategies ● Source and recommend the most appropriate solutions ● Analyze and plan for all income needs and protection ● Synchronize strategies, solutions, and timelines to enhance efficiencies ● Plan for and oversee wealth transitions and life stages ● Educate you every step of the way, so you’re informed and making the best decisions Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1150 Raritan Road, Suite 201 Cranford, NJ 07016. PAS is a wholly owned subsidiary of Guardian. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-131825. Exp. 1/2024

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State

New Jersey

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Employees

1-10

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Founded

2009

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  • President

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  • Client Service Manager

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  • Investment Operations

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