Mr Kenneth F Levy CFP
Levy, Daniel & McGee Wealth Management
2111 W Kettleman Ln Ste C, Lodi, CA
90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$50,000
Languages
English
License
Not Validated
Areas of Expertise
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Estate Planning, General Financial Planning, Investment Management
Client reviews 1 published
1
Favorable
0
Unfavorable
0
Neutral
Favorable
Certified Trusted Financial Advisor