Levi William Johnson
About the Business
Levi William Johnson is a finance institution located at 37555 North Hum Road, Carefree, Arizona, United States. The institution, known as Carefree Financial Group, specializes in risk-management services such as annuities, life insurance, disability coverage, financial planning, and long-term care planning. Affiliated with LifeMark Securities Corp., they also offer investment planning services in partnership with National Financial Services LLC, a Fidelity Investments Company. Levi William Johnson, with over 37 years of experience in the industry, leads the firm alongside his daughter, Camille Johnson Toschi, who recently became a licensed financial advisor. Together, they aim to provide personalized financial planning solutions for individuals, families, and small businesses. The institution's mission is to understand each client's unique situation and work together to help them achieve their financial goals and dreams. In addition to their financial services, Levi and Camille are also actively involved in community outreach and ministry work. Contact Levi William Johnson for tax planning and to legally reduce your tax burden. Levi and Camille are registered representatives and investment advisor representatives of LifeMark Securities Corp., offering securities and investment advisory services. Carefree Financial Group is dedicated to providing comprehensive financial planning solutions to help clients achieve their financial goals.
Photos
Location & Phone number
37555 N Hum Rd Suite 103, Carefree, AZ 85377, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"A financail planner with a heart! Mark has been terrific in mananging my retirement fund while encouraging charitable giving which has been a lovely addition to my life. I encourage you to get a second opinion on your affairs with Thrivent or if you have not yet joined a financial firm but are looking for one that will provide one on one personal service, give Mark a call."
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