Where are Levy Financial Group employees located globally?

Levy Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Levy Financial Group's team size changed over time?

Levy Financial Group's team has remained stable from approximately 2 to 2 employees based on available data.

Levy Financial Group Employee Directory

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.

Levy Financial Group Global Highlights

North America
3

United States Of America
3

Levy Financial Group's Leadership

M. W. L.
Founder
Mobile Phone
Email
E. M.
Operations Director / Assistant To Marc W Levy
Mobile Phone
Email

Levy Financial Group Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Levy Financial Group

Name

Title

Contact Info

Location

Last Update

M. W. L.
Founder
Mobile Phone
Email
United StatesArkansas
Apr 14, 2026
E. M.
Operations Director / Assistant To Marc W Levy
Mobile Phone
Email
United StatesSouth Carolina
Apr 17, 2026

Frequently Asked Questions

What is Levy Financial Group known for?

Levy Financial Group was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 238 Mathis Ferry Road Suite 104 Mount Pleasant, South Carolina 29464 United States. Explore Levy Financial Group's company overview page for more information.

What is Levy Financial Group's most common email format?

Levy Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Levy Financial Group email formats with LeadIQ.

How many employees does Levy Financial Group have currently?

Levy Financial Group has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Levy Financial Group's key employees and leadership?

As of February 2026, Levy Financial Group's key employees include:

Founder: M. W. L.
Operations Director / Assistant To Marc W Levy: E. M.

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Levy Financial Group Employee Directory

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