Levacy Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
1330 Orange Ave Ste 324, Coronado, Calif...Phone Number
(619) 435-1234Website
www.thelevacygroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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1
About Levacy Group
The Levacy Group is a family-run investment advisory firm located in Coronado, California, specializing in portfolio administration, tax planning, and estate preservation. They offer advisory services through CreativeOne Wealth, LLC, and securities through CreativeOne Securities, LLC. The firm is led by Andrew, Martha, and Ronald Levacy, focusing on providing personalized financial solutions. Their intended clients include individuals seeking comprehensive investment and tax services.Explore more
Popular SearchesLevacy GroupSIC Code 62,628NAICS Code 52,523Show more
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Revenue
Number of Employees
Type
Funding
Founded In
Levacy Group
<$5M
1-10
Private
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N/A
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The Levacy Group is a family-run investment advisory firm located in Coronado, California, specializing in portfolio administration, tax planning, and estate preservation. They offer advisory services through CreativeOne Wealth, LLC, and securities through CreativeOne Securities, LLC. The firm is led by Andrew, Martha, and Ronald Levacy, focusing o... Read More
