Levy Financial Group

Financial ServicesSouth Carolina, United States2-10 Employees

Levy Financial Group is a financial advisory practice based in Mount Pleasant, in the Charleston area of South Carolina. The firm focuses on wealth management and retirement-plan services, handling the creation, rollout, and ongoing administration of employer-sponsored plans, in addition to investment advisory.

Its professional team has more than four decades of experience in the financial services industry, including substantial work in the retirement-plan sector. Independent, objective guidance and oversight of clients' investment and insurance portfolios is central to its approach, with advice tailored to individual financial planning needs. Securities and advisory services are offered through Commonwealth Financial Network, a registered investment adviser.

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