Levy Financial Group

Financial ServicesSouth Carolina, United States2-10 Employees

Levy Financial Group is a Charleston based Financial Advisory firm committed to providing the highest level of expertise and service in the areas of Wealth Management, Qualified Retirement Plans, and Investment Advisory Services.  The dedicated professionals at Levy Financial Group have over forty years of combined experience in the financial services industry, and over thirty years of serving the retirement plan marketplace.

The firm specializes in the design, implementation, and ongoing servicing of employer-sponsored retirement plans.  Other key focus areas for the firm consist of comprehensive financial planning, including independent objective advice and oversight over client's investment and insurance portfolios.  We are committed to providing the most objective, independent, and expert advice and service customized to meet our clients financial planning needs.


Levy Financial Group | 238 Mathis Ferry Road Ste. 104 | Mt. Pleasant, SC 29464.
Securities and advisory services offered through Commonwealth Financial Network, Member
www.FINRA.org/www.SIPC.com, a Registered Investment Adviser.

This communication is strictly intended for individuals residing in the states of (CA, FL, GA, IL, KY, MA, MD, MI, NC, NH, NY, OH, SC, & TN).  No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

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