Welcome to The Levacy Group

The Levacy Group is a family-run Investment Advisory firm specializing in portfolio administration, tax planning and estate preservation.  We are based in Coronado, California across the street from the world-famous Hotel del Coronado.

*Andrew, Martha and Ronald Levacy

HDC-002 Small

The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118

Please give us a call or email:

(619) 435-1234

Andrew Levacy: alevacy@partnervest.com 

Check the background of this firm on FINRA’s BrokerCheck.

The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118
(619) 435-1234

Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Advisor.  Securities offered through CreativeOne Securities, LLC Member FINRA/SIPC.  The Levacy Group, CreativeOne Securities, LLC and CreativeOne Wealth, LLC are separate entities. *Andrew Levacy is the only one offering investment services.