Lanny D. Levin Agency Inc., specializes in assisting business and high net worth individuals to address long-term wealth transfer and business planning issues. Specifically our practice is focused on creating legacies through wealth creation and wealth preservation, plans that utilize a wide variety of financial products and services, preserving business through business succession planning, Rewarding & retaining executives of closely held business and non-profit organizations by designing state of the art executive.We provide the following services:Investment ServicesFinancial ServicesBusiness ProductsBusiness Financial PlanningPlease call our office to learn more about our services and to schedule an appointment to meet with one of our experts.
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