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

Bud Levy, CFP®

Financial Advisor

Nest Egg 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 Nest Egg Advisors, Inc. in Hauppauge, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

American Portfolios Financial Services, Inc.

Financial Advisor's Specialties

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

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