Frank Levine
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Frank Levine

Certified Financial Services, LLC
Financial Representative
LinkedIn email
Member Since 2021
Company Bio
We simplify financial decisions, prioritize and enable well-informed action. We improve understanding of monetary products and the role each instrument plays in a custom strategy. Our process provides a 1-page wide-angle view of entire financial picture.  1st step is protection audit to eliminate failure as an option.  Then, strategy session to optimize wealth, protect and enjoy assets, and pass on a legacy.
Personal Bio
Frank has been w/ CFS since 1991.