Bud  Levy,  CFP<sup>&reg;</sup> - Financial Advisor

Bud Levy, CFP®

ChFC®, MBA

Financial Advisor

NestEgg Advisors, Inc.

330 Motor Pkwy, Ste 305
Hauppauge, NY 11788-5119
FINANCIAL ADVISOR'S WEBSITE
(631) 952-2700

General

Bud Levy is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at NestEgg Advisors, Inc. in Hauppauge, NY and the surrounding communities.

Financial Advisor Overview

Financial Planning, Wealth Management, Investment Management for individuals, families, trusts, and small businesses

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - CLTC

Insurance Licenses

  • Life insurance: FL,NY
  • Health/disability insurance: FL,NY
  • Fixed annuities: FL,NY
  • Variable annuities: FL,NY

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources