Levy & Associates

Levy & Associates specializes in the design, installation, and administration of employee benefit programs, particularly retirement plans. They offer a range of services including actuarial services, compliance testing, audit support, and annual reviews, ensuring that clients receive tailored solutions for their retirement needs. The company prides... itself on providing high levels of service and clear communication, working independently of financial institutions to act solely in the interest of their clients. Their target clients include small to midsized employers seeking effective retirement planning solutions.Read More