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The Lev Group
The Lev Group
at Morgan Stanley Smith Barney
Financial Advisors
1129 Northern Boulevard
Third Floor
Manhasset, NY 11030
tel: 516-684-2788
toll free: 800-348-3488
fax: 516-684-2770
Left to right: Aisha Abbasi, Judy Lev, Corey Lev, Michael Rosen, Rosemarie Valenza
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Welcome Meet Our Group Services
Welcome

In today's fast-paced world, few people have the time or resources to dedicate to managing their investments- whether it involves researching bond calls, reviewing company earnings projections or tracking mutual fund performance. As your Financial Advisors, we will alert you to new opportunities and advise you on changing market conditions that may affect your investments. It's all part of our long-term commitment to our clients.
Services
  • Wealth Management
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Cash Management
  • Institutional Services
  • Business Planning
  • 401k Rollovers
  • Corporate Retirement Plans
  • Lending Services
  • Insurance Services
  • Annuities
  • Life Insurance
  • Alternative Investments
  • Structured Products
  • Planning for Special Needs Individuals
  • Women and Company®
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  • We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
  • For information about upcoming seminars and events that may be of interest to you or someone you know, click on the Seminars and Events link on the right-hand side of this web page.
  • Join us for a Morgan Stanley Smith Barney Client Conference Call on Thursday, July 14th at 4:00 pm ET. CIO Jeff Applegate will host Dr. Richard Marston, the well-known Wharton professor. Topics will include the recent stock market rally, the inflation threat and retirement goals. Dial-in: 866-672-3366. Passcode: 17979136. For additional details see brochures.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

Consulting Group: Putting the Pieces Together - Account Consolidation Can Help with the Planning Puzzle (pdf)

Consulting Group: Recessions and Bear Markets - The Connection Isn't as Close as You May Think (pdf)

On the Markets (pdf)
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