Denver, PA Office

Team
Updated today

Client AUM

$4,310,487,590

Clients

22,240

Advisors

4

Of 86 advisors across 36 offices

Location

6 Jason Avenue

Denver PA 17517

Advisors at this office

4

Advisors at this office

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Thomas L

Series 66

Denver, PA

Good Life Advisors, LLC

Thomas Levy is a financial advisor at Good Life Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Private Advisor Group, LLC and LPL Financial. Levy is based in Denver, PA. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple analysis methods to deliver tailored advice, offering a range of portfolio management options, educational seminars, and ongoing planning services.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Edward S

Series 63, Series 65

Denver, PA

Good Life Advisors, LLC

Edward Sep is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Good Life Advisors since 2017 and has prior experience at Private Advisor Group and LPL Financial. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice and continuously supervise accounts, offering access to a variety of programmatic solutions and educational resources.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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Gene L

Series 63, Series 65

Denver, PA

Good Life Advisors, LLC

Gene Levengood is a financial advisor at Good Life Advisors, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Good Life Advisors since 2017, with prior experience at LPL Financial and Private Advisor Group. Good Life Advisors provides investment advisory, financial planning, retirement plan consulting, and related services to a diverse client base including individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a team approach with independent research and multiple analytical methods to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
user avatar

Thomas M

Series 66

Denver, PA

Good Life Advisors, LLC

Thomas Mc Crea is a financial advisor with Good Life Advisors, LLC in Denver, PA. He holds the Series 66 credential and has one year of industry experience. Prior to his financial advisory role, he worked at United Parcel Service and has held various positions at the University of Pittsburgh and Bobby Rahal Toyota. Good Life Advisors is a registered investment adviser with approximately 95 advisors and $4.35 billion in assets under management. The firm serves individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset managers through a combination of direct management and model portfolios.

Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive
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