Alan Jay Levine CFP®, RFC®, CRC®, AIF®, CPFA®
President
Founding Partner
Founding Partner
Lorie Rios
LPL Investment Advisor Representative
Robert Shapiro
Financial Consultant
Monitor your accounts.
Social Security Facts for 2019
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million...
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How to Choose the Right Investment Advisor
With the proliferation of investment and personal finance websites, investors have access to a boundless number...
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Personal Loans and Credit Card Payoffs - What You Need To Know
With credit card interest rates ranging between 11 to 22%, it’s no wonder people are looking for alternative ways to...
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