“LLI has been extremely beneficial for our dental practice. Jerry and Matt have guided us with tax planning and business strategy for the past 4 years. They are detailed, professional and always available for questions. I work very closely with Matt as our Relationship Manager and his communication is unmatched. He is so thorough and I always appreciate his guidance. I highly recommend LLI to any dental office looking for a long term partner.”
“Levine Financiel Group has been a great place to learn about growing my money and investing. Adrian and Todd have been so clear with explaining everything they are doing for me. I am able to invest and will one day be able to retire. It’s been a pleasure working with this office.”
“I had an excellent experience with my first CPA consultant virtual meeting on tax planning and financial guidance. He was highly knowledgeable and provided valuable insights into tax planning and offered strategies that were both practical and effective. His professionalism and ability to explain financial concepts in a clear, straightforward manner made the process seamless and informative. I appreciated his thorough feedback.”