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Howard J. Levin, CFP®

CIA Companies, Inc.

768 N. Bethlehem Pike
Suite 201
Lower Gwynedd, PA 19002-2659
Phone: (215) 628-3211
Fax: (215) 628-0852

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Life Planning

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.