Name: Coronado Financial Service
Address: 1330 Orange Ave, Coronado, CA, 92118, US
Telephone: (619) 435-1234

Partnering with you to achieve your financial goals

The Levacy Group is a family-run Investment Advisory firm based in Coronado, California, offering a range of services including portfolio administration, tax planning, and estate preservation. Our team, consisting of Andrew, Martha, and Ronald Levacy, is dedicated to helping clients achieve their financial goals.

Our Expertise

Martha, a pioneer in the Financial Services Industry, has been helping clients navigate through sensitive transitions and achieve their financial goals since 1981. She was one of the first women to launch her own estate planning practice in the country.

Ronald E. Levacy, with a rich history in banking and finance, started the first bank platform investment program in the USA in 1987. He has managed the bank platform investment program for the state of California at First Interstate Bank.

Andrew, with a strong background in goal-setting and achievement, offers a unique perspective on financial planning. He has been awarded the highest IRS credential, demonstrating his commitment to providing exceptional tax planning services.

Tax Planning and Services

We understand the importance of comprehensive tax planning. Andrew's expertise in taxes allows us to offer an additional level of service to our clients. He can assist with preparing tax documents or complete your tax return, ensuring that all necessary details are included to maximize savings.

For a more streamlined tax preparation process, we have created a Tax Planning Map. This map helps organize your tax documents, making it easier to prepare for the tax season. You can download the printable Tax Planning Map by clicking here.

A Commitment to Excellence

At The Levacy Group, we are committed to excellence in all aspects of our services. We believe in building strong relationships with our clients and helping them achieve their financial objectives.

If you're looking for a dedicated and experienced team to help you with your investment, tax planning, and estate preservation needs, contact us today.