LEVATUS Wealth Services
About the Business
LEVATUS Wealth Services is a prestigious financial institution located at 115 Newbury Street in the heart of Boston, Massachusetts. As a leading provider of wealth management services, we offer personalized investment strategies and financial planning to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch customer service and expert guidance to ensure our clients' financial success. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, LEVATUS Wealth Services is here to help you every step of the way. Visit us today to see how we can help you secure your financial future.
Photos
Location & Phone number
115 Newbury St Suite 503, Boston, MA 02116, United States
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Top notch Boutique Wealth Management firm."
"Levatus Wealth is a wealth management firm with heart. Susan and Liz are very knowledgeable in the finance sector, but also make it a point to spend the time getting to know you, so that your financial plans reflect your values. I love knowing that I have a financial plan that balances what I want in my present life, with making sure I am set up for the future that I envision for myself. They are also very authentic, open, and transparent, which I think is a rarity in the financial world. Highly recommend Levatus Wealth!"
"Wonderful all around!!! Always there when I need them!!!"
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