Marc Levin Aif

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Marc Levin is a financial consultant based in Melville, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a comprehensive discovery process. Marc focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets. His approach leverages the resources and leadership at Oppenheimer to address complex financial issues and pursue client objectives.

Reviews

Location

Business Information