Levenson Wealth
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Levenson Wealth, located in Newtonville, MA, is a boutique financial planning firm founded by Debbie Levenson, who combines her extensive experience in financial advisory with a commitment to individualized client attention. The firm focuses on helping clients organize, understand, and enjoy their financial lives through practical financial planning and evidence-based investing.
As a strictly fee-only advisor, Levenson Wealth prioritizes clients' interests by providing objective advice without any outside affiliations that could bias recommendations. The firm offers comprehensive financial guidance and serves as a personal Chief Financial Officer, ensuring that all aspects of clients' finances are addressed with care and expertise.
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