LEVY & ASSOCIATES operates independently of insurance companies, brokerage firms, banks, trust companies, legal or accounting firms. We work in cooperation with such organizations as directed by the client.We act solely in the interest of our client on a wholly professional basis.

We provide professional counsel in the design, installation and administration of employee benefit programs. Drawing on our experience and continuing education we advise our clients as to innovations and changes in employee plans. Such consultations assure maximization of financial goals and employee appreciation.

With our technical skill and knowledge of plan operations we assist the client in maintaining the qualified status of the plan.

In addition to providing services to organizations that sponsor qualified plans we also serve as consultants directly to legal, tax and financial organizations.