Products and Services

Barry Levine Financial Services is committed to maintaining the highest standards of integrity and professionalism. We want to know and understand your financial situation so that you receive personalized advice, service and products.

We will walk you through a step-by-step process that will help make you feel confident in your decisions.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a financial program utilizing the following products and services:

For Individual Needs

  • Life Insurance - Protect your family's standard of living
  • Retirement Income Strategies - Help you with an income for life
  • IRAs and 401(k) Services - Help maximize your investment portfolio
  • Wide Array of Investment Options - For diversification
  • Annuities - Provides an income for life
  • Long-Term Care Insurance - Help protect your assets
  • Estate Planning Funding - Help preserve your estate
  • Disability Insurance - Replaces income while employed

 For Business Needs

  • Retirement Plans - For attracting and maintaining a quality workforce
  • Benefits Packages - To maintain your competitiveness
  • Buy/Sell Life Insurance - To protect business from failing
  • Key Person Life Insurance - Provides income to employer when key employee dies
  • Disability Insurance - Replaces income while employed

Barry Levine is an independent, Chartered Financial Consultant and Chartered Life Underwriter.  He has the knowledge and experience in providing you with personalized products and value.

Partial List of Quality Products We Provide


Life Insurance - Protects family/business

Long-Term Care Insurance - Provides quality care and asset protection

Disability Insurance - Replaces income when you can no longer work


Mutual Funds

Variable Annuities

Stocks, Exchange Traded Funds (ETFs), Bonds

Fixed Annuities

Contact Us To Learn More