Holistic Planning
Levy's Financial Services
Work with a partner who will provide an investment experience tailored to you.
Money is personal. We believe investors deserve professional guidance that provides them with a customized financial strategy focused on their individual needs and objectives.
Our approach is built on holistic planning, where investment and insurance strategies are designed to complement one another to help you meet your financial goals.
Our mission is to help investors build confidence through a focused, personalized approach to their financial strategy. We provide strategic guidance designed to assist our clients in making informed decisions for their financial future.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
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Have a Question?
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Meet The Advisor
Benyamin Levy
Founder and CEO
The son of a Rabbi, Benyamin was born and raised in New York City, Jamaica Estates and went on to graduate from Northeastern University with a Bachelors degree in Accounting. Benyamin went on to start his professional career as an Auditor at Deloitte & Touche and after several years working on Wall Street, as a securities accountant, at Bear Stearns. From there, he started his financial service career at New York Life and moved to Pennsylvania. His practice has been affiliated with Merrill Lynch, as a Financial Advisor for many years, and, most recently, with Prudential before founding Levy’s Financial Services.
Benyamin loves to read, travel the world with his beautiful wife, with whom he shares four fantastic children.
When he’s not working, Benyamin loves the outdoors, plays chess and, on the weekends, teaches Torah, Hebrew and piano.
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Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team as your needs evolve..
Our Upcoming Events
Events in June–August 2026
- There are no events scheduled during these dates.
Our Downloads
Ultimate 401(k) Guide
How to Take Control of Your 401(k) Before and After Retirement
The 401(k) is one of the most important retirement planning tools we have. You pay into it for decades and will likely rely on it, among other income sources, for many more decades in retirement. The potential tax benefits and power of compound returns can make it a great savings and investment tool for retirement. But to make the most of these accounts requires an informed strategy.
