Advisor Alliance

As your ally, Levin Funding Group supports attorneys and CPAs who are working with individuals and businesses interested in strengthening their financial future. We will help you meet your client’s needs and goals while offering a full range of financial planning services, collaborating with you to serve your clients.

We offer a wealth of guidance and expertise on comprehensive financial planning matters.

Working with Attorneys

Whether your client is newly single, purchasing a business or interested in further financial planning services, Levin Funding Group regularly works with attorneys and their clients on issues including estate planning, strategic tax planning, charitable planning, business planning and more.

We offer a wealth of guidance and expertise on comprehensive financial planning matters and are happy to consult with you and your clients as their financial needs evolve. Likewise, we will keep you informed and in the loop.

Levin Funding Group regularly collaborates with law firms across the country on wealth management issues, and we appreciate the wealth of referrals we continue to receive in response to our professional service and deep expertise in financial matters.

Working with CPA Firms

As financial needs and strategies evolve, Levin Funding Group can help your clients with a full range of financial planning needs. We enjoy working closely with CPA firms across the country to offer financial expertise, innovative solutions and professional client service.

Levin Funding Group offers your clients customized financial plans and strategies designed to meet their unique needs. Further, as an independent firm, we offer a wide range of services, programs and products to suit all clients and circumstances.

Levin Funding Group regularly collaborates with CPA firms on wealth management issues, and we appreciate the wealth of referrals we continue to receive in response to our service and expertise in financial matters.