Empowering clients through Financial Planning

Caren R. Levine CPA*, CLTC, CFBS is a full service, Financial Planner, advisor, and insurance representative located in Bala Cynwyd, PA.  A second-generation financial advisor with MassMutual Greater Philadelphia, she specializes in advising business owners, professionals and high net worth individuals with their financial and estate planning needs.  

Caren can provide comprehensive risk management solutions through life, disability income and long-term care insurance products as well as retirement and income planning. Since 1960 when her father started the practice they have been committed to providing comprehensive financial planning with maintaining the highest quality of client service.