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
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.
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