Skip to main content
  • HOME
    • Seminars
  • INDIVIDUALS
    • Our Process
    • Our Team
    • Our Philanthropic Pursuits
    • News
    • Managing Your Wealth >
      • Financial Wealth
      • Personal Wealth
      • Social Wealth
  • FOUNDATIONS & NONPROFITS
    • Our Process
    • Our Team
    • Our Philanthropic Pursuits
    • News
    • Support Your Mission >
      • Managing Your Money
      • Managing Your Organizational Development
  • RESOURCES
    • Access Your Accounts
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Videos
    • Tax Library
  • BLOG
  • CONTACT US

DISCLAIMER Securities offered through Royal Alliance Associates Inc. member FINRA/SIPC. Investment advisory and Insurance services offered through Next Generation Wealth Planning, LLC., a registered investment advisor not affiliated with Royal Alliance Associates, Inc. Registration does not imply a certain level of skill or training.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Connecticut, Delaware, Florida, Indiana, Maryland, Maine, North Carolina,  New Jersey, New York, Ohio, Pennsylvania, South Dakota, Texas, Virginia, Vermont, and Washington. No offers may be made or accepted from any resident outside the state referenced.

Yale Levey is also separately registered as investment advisor representative under Next Generation wealth Planning, a Registered Investment Advisor. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed (New Jersey and Texas).

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linked to.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck