Jacqueline DiStefano's Contact Details

Jacqueline DiStefano's Company Details

Levine Financial Group

, New Jersey, United States • 1 - 10 Employees
Financial Services

At Levine Financial Group, we work with clients to help them own their personal economy. And we know that the only way to do that is to help them to understand it. Knowledge is the greatest asset you have, so we approach our client relations from a "knowledge-first" aspect. We Provide Holistic Planning. We...● Coordinate and maximize all assets● Uncover and protect against all potential risks● Formulate and execute custom strategies● Source and recommend the most appropriate solutions● Analyze and plan for all income needs and protection● Synchronize strategies, solutions, and timelines to enhance efficiencies● Plan for and oversee wealth transitions and life stages● Educate you every step of the way, so you're informed and making the best decisionsSecurities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1150 Raritan Rd Suite 201, Cranford, NJ 07016, 908-709-0020. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Levine Financial Group is not an affiliate or subsidiary of PAS or Guardian. AR Insurance License #15670742 / CA Insurance License #0H01258Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 2019-90108 Exp. 11/21