Proactively Managing Change to Help Achieve Optimal Outcomes.
For over twenty years Howard Levine has offered independent financial advisory services aimed at helping individuals and businesses proactively manage change to help create optimal outcomes. Using a holistic, integrated wealth planning process, Howard takes the time necessary to understand client needs, ambitions and concerns, and is committed to helping clients build, preserve and accumulate wealth.
As a Certified Divorce Financial Analyst and a Certified Wealth Strategist, Howard has the knowledge, skills, and tools necessary to help clients best meet their immediate, mid- and long-term financial goals.
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