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Levy, Daniel & McGee Wealth Management
  209-263-0330   info@ldmwm.com

Levy, Daniel & McGee Wealth Management
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  • Home
  • About
    • Our Team
    • Our Code of Ethics
    • Our World Class Resources
    • Committed to Our Community
    • What a CFP® can do for you.
  • Who We Serve
    • Pre-Retirees and Retirees
    • For-Profit and Non-Profit Businesses
    • Families and Individuals
    • Farmers & Ranchers
  • Our Services
    • What Our Advisory Fee Provides You
    • Multi-Generational Wealth Management
  • Resources
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
  • Blog
  • Contact
  • Client Login

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  •   2111 W. Kettleman Lane, Ste. C, Lodi, California 95242
  •   209-263-0330 or 844-695-5504
  •   info@ldmwm.com
  •   ken.levy@ldmwm.com

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Securities and Advisory Services offered through LPL Financial, a registered investment advisor,  Member FINRA & SIPC.  The LPL representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, CA, CO, FL, HI, ID, MD, NV, OR, TX, VA, VT, WA
 

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