Welcome to The Levacy Group

The Levacy Group is a family run Investment Advisory firm specializing in portfolio administration, tax planning and estate preservation.  We are located in Coronado, California across the street from the world famous Hotel del Coronado.

The Levacy Group Andrew Levacy, Martha Levacy, Ron Levacy and Bonnie Kerr

The Levacy Group
Andrew Levacy, Martha Levacy, Ron Levacy and Bonnie Kerr

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The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118

 

Please give us a call or email:

(619) 435-1234

Martha Levacy: mlevacy@partnervest.com
Ronald Levacy: rlevacy@partnervest.com
Andrew Levacy: alevacy@partnervest.com 

Check the background of this firm on FINRA’s BrokerCheck.

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The Levacy Group
1330 Orange Avenue, Suite 324
Coronado, CA 92118
(619) 435-1234

 

Services offered through Partnervest Division of Sorrento Pacific Financial, LLC. (Member FINRA/SIPC). Investment Advisory provided through Partnervest Advisory Services, LLC. Some insurance products sold through Partnervest Insurance Services, LLC.