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We are Levin Funding Group. Your partner in success.

Helping you to build, protect and transfer your wealth.

Meet The Team

Our Process


In Building Your Financial Roadmap

DISCOVERY

Result

DISCOVERY
We will help you understand where you are now and where you want to be in the future.

DESIGN

Result

DESIGN
With the Levin Funding Group your financial plan is customized to you and your financial goals.

DECISIONS

Result

DECISIONS
Our advisors will look at your entire financial picture and help you make the right decisions to reach your goals.

RESULTS

Result

RESULTS
Our mission is to work closely with our clients to achieve maximum efficiency.

YOUR PERSONAL FINANCIAL HOMEPAGE

Discover a secure location that focuses on you and your entire financial picture. Your personal financial hompage aggregates all of your information in one place, allowing you to view your accounts, investments, and more anywhere and anytime.

  • Customized reports
  • View accounts
  • Secure storage vault

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  • View investments
  • Daily account updates
  • 24/7 Access

OUR FOCUS IS YOU, AND YOUR GOALS.

With the Levin Funding Group, you will find only customized financial solutions.

WHO WE ARE

With over 30 years of experience, we have developed a client-centered approach to wealth management. Our primary focus is understanding exactly what is important to you and your financial future. With this critical information we can develop a financial plan fit specifically to your goals.

OUR TEAM OF SPECIALISTS

Our advisors have extensive knowledge and experience in all aspects of wealth management. We are trained and certified financial planners who focus on helping you understand the complex financial landscapes that surround us today.

TECHNOLOGY IS KEY

As technology grows, we grow with it. By providing you with the key technicial advances within the financial industry, we can help keep you up to date on your financial outlook, helping to better align you with your goals.

VIDEO LIBRARY

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WHAT WE DO

Create a financial plan to protect and grow your money.

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