Washington > Bellevue > Levy Investment Group

Levy Investment Group

Verified Listing

(425) 646-6712
10657 Ne 2nd St
Bellevue, WA 98004
Category: Finance & Legal:Financial Services:Investments:Financial Planners


About

Your Source for Professional Financial Advice. Serving Pacific Northwest Investors for 40 Years in the Following Areas:

♦ Growth of Capital
♦ Portfolio Management
♦ Transition to Retirement
♦ Wealth Preservation
♦ Retirement Income

We offer free consultations and financial planning.


Products And Services

Services:
Investment Portfolio Management,
Retirement Planning,
Asset Protection,
Asset Allocation,
Comprehensive Portfolio Review,
College Savings and Tuition Planning,
No Fee – No Obligation Consultations;

Products:
Stocks and Bonds,
Mutual Funds,
Options
IRA’s,
401k Plans and Rollovers,
Variable and Fixed Annuities,
Long Term Care Insurance


Payment Options


Languages Spoken

English


Year Founded

1969


Number Of Locations

1


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