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ALEVO Financial & Insurance Agency
About
ALEVO Financial & Insurance Agency is a retirement-focused financial and insurance agency founded in 2020 and headquartered in Santa Monica, California. We help individuals, families, retirees, and business owners explore financial strategies to protect their savings, prepare for retirement, and work toward their long-term financial goals.
We offer retirement income strategies, individual insurance plans, and business protection solutions, including key employee benefits and succession planning. Our approach focuses on education, personalized guidance, and building lasting relationships. We help our clients understand their options so they can make informed decisions about their financial future.520 Broadway Suite 200, Santa Monica, CA 90401
United States
https://alevofinancial.com/ [email protected] Claim this companyCategories: Financial Advisors.