Levy Organization
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
1818 Market St Ste 3232, Philadelphia, P...Phone Number
(215) 875-8710Website
www.levywealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Levy Organization
The Levy-Clatterbuck-Robostello Team specializes in comprehensive wealth management, offering services such as financial planning, investment management, tax strategies, and estate planning. They focus on organized financial planning to holistically manage the needs of families and businesses. Their intended clients include individuals seeking personalized financial solutions and businesses looking for retirement plan consulting and employee benefits programs. The team is dedicated to fostering ongoing communication and collaboration to help clients achieve their financial goals.Explore more
Levy Organization Org Chart
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Advisor
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Registered Investment Advisor
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Levy Organization is experiencing very low activity levels compared to other companies in the Finance sector.
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Levy Organization financials insights
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2020
Debt
$150K
2021
Debt
$198K
Levy Organization Tech Stack
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Funding
Levy Organization has received an SBA PPP loan in the amount of $198,000 from Republic First Bank resulting in the retention of 8 jobs.
Funding
Leon L. Levy & Associates has received an SBA PPP loan for $150,000-350,000 from Republic First Bank d/b/a Republic Bank.
Funding
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The Levy-Clatterbuck-Robostello Team specializes in comprehensive wealth management, offering services such as financial planning, investment management, tax strategies, and estate planning. They focus on organized financial planning to holistically manage the needs of families and businesses. Their intended clients include individuals seeking pers... Read More
