"Levanta" is a Spanish verb that translates to "rise" or "lift" in English. It conveys a sense of upward movement, progress, and elevation. In the context of Levanta Wealth Strategies, LLC. the name suggests the company's mission to uplift and elevate their clients' financial well-being, helping them rise to new heights of success and prosperity.
We are a financial services practice that specializes in holistic financial planning, taking into account all aspects of an individual's or family's financial life and goals. Rather than focusing solely on isolated financial aspects such as investments or insurance, holistic financial planning considers a wide range of factors including income, expenses, savings, debt management, retirement planning, tax strategies, risk management, estate planning, and even personal values and aspirations.
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Joel Gomez is an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.
Joel Gomez is also a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a New York Life Company.
12201 Merit Drive, Suite 1000 Dallas, TX, 75251
972-730-6100
Company Details
- Employees
- 2
- Founded
- -
- Address
- Dallas, Texas, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.levantaws.com
- Keywords
- Holistic Financial Planning, Retirement Planning, Estate Planning, Investments, Wealth Transfer Strategies.
- HQ
- Dallas, Texas
Levanta Wealth Strategies, Llc. Questions
Levanta Wealth Strategies, Llc.'s website is http://www.levantaws.com
Levanta Wealth Strategies, Llc.'s LinkedIn profile is https://www.linkedin.com/company/levantaws
Levanta Wealth Strategies, Llc. has
2 employees.
View email and phone details for 2
employees at Levanta Wealth Strategies, Llc..
Levanta Wealth Strategies, Llc.'s industry is
Financial Services
Levanta Wealth Strategies, Llc.'s top competitors are
Ncc,
Stellantis Financial Services Us,
Fei Dallas,
Arra Finance,
Wealthease, Llc,
Girl Scouts Of Texas Oklahoma Plains Inc.,
Texas A&m-Fort Worth,
National Automotive Finance Association,
Eduro Healthcare,
Latinitas.
Levanta Wealth Strategies, Llc.'s categories are Financial Services
Levanta Wealth Strategies, Llc.'s founding year is 2023
