My Team

By teaming up with LPL Financial and their ever expanding resources, I can offer my clients a broader perspective and enhanced value in everything we do as work towards meeting their financial goals.

 I can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

I also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What's a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

LPL's network of  experienced professionals have helped many people just like you with similar issues and concerns. I can help you create an approach that is designed to address your individual situation.

Ross B. Levine, ChFC®, APMA® 

Financial Consultant
Phone: (916) 514-1823
Fax:(916) 251-9950
Email: ross.levine@newinverness.com

 

 

LPL Financial Customer Service
Phone: (800) 558-7567