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Go Your Own Way

You have goals, we have expertise. Together, we can chart a course to your financial success.

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We Work For You 

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. 

Whatever your goals, we can help you put together a plan with minimal hassle and maximum results. 

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Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A New Approach to Planning

The Mission of the Levin Financial Group is to help maximize the financial security of our clients and their families by helping them achieve economic efficiency. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.

Clients

We create strategies that are tailored to your needs and goals. 

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Careers

Years of experience have prepared us to guide you through your life transitions.

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Brokerage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WORDS WE LIVE BY


  • “It’s my goal to make sure every client feels heard and understood.”

    - Mindy Mathers

    CEO

  • “We put our clients’ interests first and are honest about what they can expect.”

    - Fred Frankel

    Financial Advisor

  • “Our job is to watch for your blind spots and always have your back.”

    - Bill Buxington

    CEO

TELL US HOW WE CAN HELP YOU TODAY

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