How We Are Different

We are committed to providing you with personalized and objecive financial strategies.

As an independent financial services firm, we do not represent any one company, product or service.  We carefully select solutions to your specific needs.

Before we make any recommendations, we ask questions, lots of questions.  First, we review your current financial situation.  Then, we will show comparisons of where you are now to potential alternatives.  We look at how well your current holdings match up to your goals. 

If corrective actions are needed, we will let you know.  If no changes are needed, you will be advised of that also.  Only after a thorough analysis of your holdings do we make any recommendations. 

Barry Levine and staff will be more than happy to assist you in pursuing your financial goals.   We'll help map out a strategy that best fits your short and long-term needs.  So, give us a call today!  We look forward to hearing from you soon.

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