Mr. Levy joined Vantage Financial Group Toledo’s office in 2020. He started his investment career in 2015 when he got licensed while working for a local regional bank in Northwest Ohio. His practice focuses on assisting clients with asset management, risk management, retirement planning, cash flow planning and more. Alex focuses his practice working with individuals, families, and small business owners. He provides each client a personalized financial plan setup to help them reach their financial goals and provide peace of mind.
Alex grew up in the Maumee/Holland area and then went on to obtain his Bachelor of Business degree in Finance at Kent State University. He currently resides in Sylvania, OH with his wife, Alyson, and their son Leo. When he’s not busy serving his clients, he enjoys spending time off with his family and traveling.
Alex is a Registered Representative of Cetera Wealth Services LLC, member FINRA/SIPC. He has the Series 7 General Securities Representative and Series 63 Uniform Securities Agent registrations. He is an Investment Adviser Representative with both Cetera Investment Advisers LLC, and Vantage Financial Group’s investment advisory firm. Alex is also licensed to sell Life, Long term Care, Accident & Health, and Annuity insurance in multiple states around the US.
Alex Levy, Ashley Beers & Steve Spieldenner Team
Ashley joined the team in 2021 and is a pivotal piece of the Levy & Spieldenner Team. Ashley provides our clients with exceptional client service care and assists with scheduling, meeting prep, account servicing, client inquiries, back-office processing and much more. Her diligent attention to detail and additional insight is significant to our team’s overall success in client care.
Wholistic Financial Planning
We strive to be your “one stop shop” for all your financial planning needs. If there is something we don’t handle financially, we have a team of CPAs, Estate Attorneys, Bankers, etc. that we can refer you to that will help fill the voids, so you are completely taken care of.
- Retirement Planning – Creating a specific Individualized plan to get you to and through retirement.
- Asset/Portfolio Management – Maximizing returns, through detailed market and investment research, and applying a unique and personalized investment portfolio.
- Risk Management Tools - Life Insurance | Long Term Care | Disability Insurance
- Cash Flow Planning – Being efficient with income and directing cash flows in the right place to meet your goals.
- Tax Efficient Strategies –Implementing strategies that provide tax benefits in the short- and long-term planning process.
- Estate/Legacy Planning – Collaborating to ensure your family and/or business is setup for future generations and a memorable legacy.
- Small Business Financial Planning – 401Ks | Retirement Options | Benefit Packages