Levee Financial Group

520 Lake Cook Rd Ste 600
Deerfield IL 60015

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<p>Since 1967, the Levee Financial Group has provided investment advice on&nbsp;estate distribution and family business succession. The firm's clients are&nbsp;business owners whose net worth exceeds $10 million. The Levee Financial Group guides its clients through wealth preservation and estate planning, business-succession strategies, retirement planning, portfolio management, charitable gifting and risk management.</p>