Millennial Wealth
(9 Reviews)
Two popular investment vehicles for investors looking to diversify their portfolios are index funds and exchange-traded funds (ETFs). While they share some similarities, they also have key differences that can significantly impact your
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In Business Since 2017
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In 2022 he went through my whole car insurance policy and found out that I was not covered for personal liabilty insurance if I got into an accident.
Excellent client service.
They are patient and knowledgeable, always willing to answer my questions and make sure I understand the ins and outs of our financial circumstances.
Levi has the heart of a teacher - I wanted to know why investing in a 529 was a good option, not just necessarily that I should.
I highly recommend you work with him to achieve your financial goals.
With the reasonable flat rate he is also very responsive to email updates and questions as financial decisions come up in life.
Highly recommend!!
This in part was due to the feeling that my relatively simple situation didn't call for it, but also that I'd be able to research and manage my money effectively and independently.
Not only have a learned a ton about personal finances, but Levi has provided extremely helpful insights to managing my wealth.
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