Levy Daniel & McGee is a financial advisory firm based in Lodi, CA, specializing in multi-generational wealth management. With a team of experienced professionals, they offer a range of services including investment portfolio management, business succession planning, corporate retirement plans, and insurance solutions. Their holistic approach to wealth management is tailored to the needs of pre-retirees, retirees, for-profit and non-profit businesses, families, individuals, farmers, and ranchers.
Committed to building deep and meaningful relationships with their clients, Levy Daniel & McGee strives to create financial plans for financial independence that last for generations. As a fee-based financial advisory firm, they focus on providing personalized strategies and solutions without charging commissions on advisory accounts. With their world-class resources and expertise, they aim to help clients pursue success and achieve their financial goals.
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