Levine Financial Group - Joshua Levine RFC

Levine Financial Group - Joshua Levine RFC

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Levine Financial Group is an independent firm and not affiliated with Money Concepts As a Financial Advisor, I look at all aspects of my client’s life to see their entire financial picture and find the clearest path to help them meet their goals. Exceptional service is what I strive to deliver every day, whether we’re working together on retirement planning, asset management, education funding, l

08/26/2026
08/21/2026

A Proud & Meaningful Moment
We are incredibly honored to share that Josh was presented with the Apex Award at this year's conference. While receiving this recognition is an incredible achievement, what made the moment even more special was having his daughter Taylor by his side to accept the award with him. Family has always been at the heart of the values that guide our office both in the way we serve our clients and in the relationship we build along the way. This recognition would not be possible without the continued TRUST, LOYALTY, AND SUPPORT OF OUR WONDERFUL CLIENTS. Thank you for allowing us to be help you and your family plan for the future.

08/20/2026

Welcome Back to School
A new school year means new beginnings, new goal, and plenty of opportunities to learn and grow!
We're wishing all of our students, teachers, school staff, and families a safe, successful, and amazing school year.
Here's to early mornings, packed lunches, new friendships, big dreams, and a great year ahead!
Happy Back to School from all of us at LFG

08/01/2026

A new month brings new opportunities. If you've been thinking about reviewing your financial goals or planning for what's ahead, now is a great time to start.

Give our office a call to schedule an appointment, and let's see what August has in store for you. We look forward to helping you build a confident financial future!

06/21/2026

Wishing all the dads the best Father’s Day!

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Location

Address


1612 Westgate Circle Suite 222
Franklin, TN
37027

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm