Levee Financial Group

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520 Lake Cook Rd Ste 600
Deerfield, IL 60015
+1 (847) 940-1000
http://leveefinancial.com

Established in 1967, Levee Financial Group in Deerfield, IL specializes in providing investment advice to business owners with a net worth exceeding $10 million. The firm offers expertise in estate distribution, family business succession, wealth preservation, retirement planning, and risk management.

With a focus on portfolio management and charitable gifting, Levee Financial Group guides clients through comprehensive business-succession strategies and estate planning. Known for their tailored approach, the firm assists high-net-worth individuals in navigating complex financial landscapes to achieve their long-term goals.

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"Customer service is not helpful. They put you on hold, and never return the call. It is unacceptable for a company to provide customer support services and treat customers so poorly."
United States›Illinois›Deerfield›Levee Financial Group

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