Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

Popped in without an appointment but was seen by the first available, which didn't take too long…read more Was changing account types and went pretty quickly, no fuss, just a few questions on why and then a quick pitch on their capabilities when we want to chat (didn't get pressured like at another bank visited recently). The great - very stable bank, all the normal services you'd want from the bulge bracket bank. Downside - interest was literally 1 or 2bps... better invest that money if not immediately needed. Parking was pretty full, though, you may have to use street or muni parking because the lot was busy. Not sure if they have a drive-through, though.

It is my first experience coming into Chase bank for services I needed as a non-member of Chase…read morebank. The customer service I received was exceptional and I am thinking of becoming a Chase customer.

Levine Financial Group is a fantastic full service firm with knowledgeable people providing great…read moreservice. I am especially happy with Adrian Douglas, who is a dedicated professional. It was clear from the start that he is a passionate about his job and cares about bringing his clients where they need to be. I specifically approached him about life insurance. He answered all my questions honestly and without a pushy salesman attitude. I am happy to recommend him to anyone who needs work planning their financial estate.

From the owner: How strong is your financial plan? When was the last time you had a review? Those…read more"one-size-fits-all" financial plans are never successful, because they don't take into account a very important factor -- You. Your plans, your dreams, your goals, your future. Creating and protecting wealth is a highly individualized process, because no two people, families or financial situations are alike. That's why we invest significant time to understand how you envision your future, and design a personalized plan to help you get there the fastest way possible. Feeling stuck? Give us a call!