Are you with an organization needing professional assistance developing a new program or educational initiative, simplifying an advanced financial planning concept?
Or are you an advisor with an advanced client case needing assistance or a sounding board to deliver the optimal outcome for your client?
Jeffrey Levine CPA/PFS, CFP®, CWS®, MSA, provides consulting both on an hourly and project-basis for financial companies, institutions and advisors.
Complete the contact form below with more specifics for your casework needs or project ideas to start the conversation!
Interested in learning more about Jeffrey Levine’s consulting or speaking services?
Complete the form below and let us know how we can be of help!