Rick
Levy
Financial Services Certified Professional® Financial Planner Investment Advisor
Office Locations: Indianapolis IN, Merrillville IN
“My goal is to help people retire comfortably and on their schedule"
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Why clients choose to work with Rick:
I strive to ease the financial challenges of transitioning from working to retirement.
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Secrets to his Success
One to One Financial Advisors oversees a large portion of retirement savings programs in school systems across Indiana. I manage those programs for several of those programs. I help teachers and school staff members understand and prepare for retirement, and beyond.
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More Information about Rick
Licenses & Certifications
Financial Services Certified Professional (FSCP) designation from the American College of Financial Services. Financial Industry Regulatory Authority FINRA (www.finra.org) series 6, 63 and 65 Securities licenses,Life, Health and Accident insurance license.