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Our financial advice team

Howard Victor Levy

MBA

Associate Financial Advisor

Iron Oaks Wealth Advisors

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howard.v.levy@ampf.com

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770.591.7700

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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

Retirement Income Strategies
Tax Planning Strategies
Estate Planning Strategies

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This offer is valid only in the United States.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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404.995.8670

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3475 Lenox Rd NE Ste 600
Atlanta GA, 30326-3219

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Locations

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Atlanta
3475 Lenox Rd NE Ste 600
Atlanta GA, 30326-3219

Howard Victor Levy may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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An Associate with an Ameriprise Financial Franchise
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The Compass is a trademark of Ameriprise Financial, Inc.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

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Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.

Howard Victor Levy
Associate Financial Advisor
MBA

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I look forward to helping you achieve your financial goals. Prepare for our meeting

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

This offer is only valid in the United States.

corporate entities and important disclosures | terms of use | privacy and security center | about email fraud

Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.

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MBA

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Ameriprise Financial cannot guarantee future financial results.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

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