About MB, LEVIS & ASSOCIATES,LLC
MB, LEVIS & ASSOCIATES, LLC is a highly reputable financial advisory firm that prides itself on providing expert financial guidance to its clients. With a team of experienced and knowledgeable advisors, MB, LEVIS & ASSOCIATES, LLC has established itself as a trusted resource for individuals and businesses seeking sound financial solutions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice.
- Offers a wide range of financial services to meet the unique needs of each client.
- Establishes long-term relationships with clients to ensure their financial needs are met at every stage of life.
- Prioritizes transparency and communication to keep clients informed and educated about their finances.
Facts and Insights
MB, LEVIS & ASSOCIATES, LLC has been in the financial advisory business for over 20 years, serving clients across various industries and backgrounds. The firm is known for its holistic approach to financial planning, considering all aspects of a client’s financial situation to provide comprehensive solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
MB, LEVIS & ASSOCIATES, LLC offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Business planning
- Education planning
Client Types
MB, LEVIS & ASSOCIATES, LLC serves a diverse range of clients, ranging from high net worth individuals and families to small business owners and corporations. The firm’s advisors have the expertise and experience to work with clients from all walks of life and with varying financial needs.
Fees & Compensation
MB, LEVIS & ASSOCIATES, LLC operates under a fee-based model, meaning clients pay a percentage of their assets under management as a fee for services. The firm believes this model aligns their interests with those of their clients, as they only make money when their clients’ investments are growing.
Background
The team at MB, LEVIS & ASSOCIATES, LLC comprises of industry professionals with a wealth of experience and knowledge in the financial advisory space. They are committed to continuously enhancing their skills and staying updated on the latest market trends and regulations to provide the best possible solutions for their clients.
Financial Advisor Disclosures to Know
MB, LEVIS & ASSOCIATES, LLC prides itself on its transparency and honesty with its clients. As such, the firm discloses the following information to clients:
- Any potential conflicts of interest
- Any affiliations with other financial institutions
- Any disciplinary actions taken against the firm or its advisors
- Any fees and compensation structures
- Any potential risks associated with recommended investments