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
Investment advisory services offered through duly registered individuals on behalf of CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and The Levacy Group are unaffiliated entities.