Levenson Wealth
Finance · Massachusetts, United States · 1-10 Employees
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Overview
Headquarters
82 Bullough Park, Newton, Massachusetts,...Phone Number
(617) 527-1623Website
www.levensonwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Levenson Wealth
Levenson Wealth LLC, located in Newton, MA, provides personalized financial planning and investment management services to clients in the Newton, Wellesley, Brookline, and Boston areas. Founded by experienced financial planner Debbie Levenson, the firm focuses on evidence-based investing and offers standalone financial planning projects for individuals and couples. As a boutique practice, Levenson Wealth emphasizes individualized attention and operates on a strictly fee-only basis, ensuring unbiased advice tailored to each client's unique financial situation. The firm is committed to helping clients organize, understand, and enjoy their financial lives.Explore more
Levenson Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
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Levenson Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Levenson Wealth LLC, located in Newton, MA, provides personalized financial planning and investment management services to clients in the Newton, Wellesley, Brookline, and Boston areas. Founded by experienced financial planner Debbie Levenson, the firm focuses on evidence-based investing and offers standalone financial planning projects for individ... Read More
