Levy Investment Group
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $50,000
Minimum client income required: $100,000
Title: Executive VP Investments
Offering advice since: 1969
Areas of focus:
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Portfolio Management
- Retirement Planning
- Stocks and Bonds
Further information about Bill Levy:
Born and raised in Seattle, Bill Levy is proud to be among the diminishing number of local natives. Graduating from the University of Washington in 1966, having majored in both accounting and finance, he accepted a position with one of the top national C.P.A. firms. After several years in the accounting field, Bill was attracted to the stock market and became a stock broker. His career has now spanned a period of almost 40 years. In 1995, he decided to leave the "wire house" firms, where he worked for premier brokerage companies, to become involved with the independent brokerage industry. Bill joined Washington Asset Management in Bellevue, Washington, which is a local independent brokerage firm whose broker-dealer is Paulson Investment Company.
Bill's major forte is in stock portfolio management with clients ranging from aggressive to conservative investors wanting wide varieties of investment vehicles. In addition to being licensed in the securities business, he is also insurance licensed to provide guidance to annuity and long term care insurance buyers for retirement planning.
Bill takes great pride in striving to provide our clients with the ultimate level of service combined with results meeting their financial goals. Now teamed up as Levy Investment Group with his son, Adam, he looks forward to many more years helping clients become financially independent and achieving their investment objectives.
Compensation and Fee Structures:
Non-equity products such as mutual funds, annuities, and long term care insurance have fees determined by the issuers. Commissions are charged for stock trades. There are no management fees for managing stock portfolios and NO FEES for consultations and developing financial plans.
Licenses, Certifications & Affiliations:
* Series 7, 63, 65
* Accident, Annuity, Disability, Health, Life, Long Term Care, Variable Annuity, Variable Life
BA, University of Washington, Seattle, WA, 1966. Majors: Accounting, Finance
Will provide references upon request?
Further information about Levy Investment Group:
(Size of firm: 0-9 advisors)
The Levy Investment Group is proud to be part of Washington Asset Management, a full-service independent brokerage firm established in the early 1990's. Always located in downtown Bellevue, Washington, we are in the heart of a dynamic, fast-growing location attracting significant new construction of residential and commercial properties. The presence of upscale shopping, entertainment, and ever-growing number of technology, service, and retail businesses puts us in the heart of capitalism in the Pacific Northwest. Our fingers are on the pulse of some of the fastest growing and best known companies in the United States and beyond.
Being an independent firm allows Washington Asset Management's individual financial consultants, who collectively have many decades of major wire house brokerage firm experience, to run their own businesses according to their own style and choose their own investment vehicles. This allows us to have more freedom of choice in the investments and financial advice we can offer our clients. Being independent advisors gives us the ability to provide completely objective advice so that we are on the same side of the fence as our clients. We do not offer any proprietary products.
* Managed and Non-Managed Stock Accounts
* Separately Managed Accounts (SMA's)
* Individual Retirement Accounts (IRA's and Roth IRA's)
* 401(k) to IRA Rollovers
* IRA to Roth Conversion
* Mutual Funds
* Variable Annuities
* Fixed Index Annuities
* Fixed Annuities
* Life Insurance
* Long Term Care Insurance
* Unit Investment Trusts
* 529 College Savings Plans
* Municipal Bond Portfolios and AMT Friendly Investments
* Preferred Stocks
* Exchange Traded Funds (ETF's)
* Initial Public Offerings (IPO's)
* Unit Investment Trusts (UIT's)
* Real Estate Investment Trusts (REIT's)
* Corporate Bonds
* Employer Sponsored Retirement Accounts
- 401(k) Plans
- SEP IRA's
- Simple IRA's
* Cash Management Strategies
- Certificates of Deposit
- Money Market Funds
Your "Safe Money Specialists"
Contact Information for Bill Levy
Phone: (425) 646-6712
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Fax: (425) 450-4065
Address for Bill Levy:
10657 N.E. 2nd Street
Bellevue, WA, 98004
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