Rick Levy


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    Rick Levy is a Financial Advisor with One to One Financial Advisors. He provides objective and customized insurance and investment strategies to offer families and business owners’ assistance in building their financial independence.

    Rick says, “My goal is to provide school corporations, their staff and their families with assistance in building their financial freedom.”

    He is a graduate of Meramec College and the American College of Financial Services and is blessed with a wonderful wife, Mickey, and two sons, Scott and Danny.

    For 19 years he was a Certified Ice Hockey Referee with USA Hockey and the National Ice Hockey Officials Association. He loves Ice Hockey and supports the St. Louis Cardinals.

    Rick Levy is a registered representative of and offers securities & investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 900 East 96th Street, Suite 300 Indianapolis, IN 46240 Phone (317)469-9999. One to One Financial Advisors is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

    See Rick’s Licenses and Disclosures

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    One To One Financial Advisors

    Satellite Office

    3610 River Crossing Parkway Suite 280
    Indianapolis, IN 46240

    CRN202004-228767