Levy, Daniel & McGee Wealth Management

  • Financial Advisors/Services
2111 W. Kettleman Lane, Ste. C
Lodi, CA 95242
(209) 263-0330
(844) 695-5504
(209) 263-0426 (fax)
Hours:
Mo-Th 7:30-4:40, Fr 7:30-3:30. Other hours available evenings and weekends by appointment only.
  • About

    Grounded in trust, integrity and mutual respect, we work as a team to provide our clients with financial advice and services tailored to their unique needs. Multi-generation wealth management.

  • Whom to Contact

    • Corey N Daniel
      Wealth Manager- Executive Member
      2111 W. Kettleman Lane, Ste. C
      Lodi, CA 95242
      Phone: (209) 263-0430
  • Directions

    Traveling west on Kettleman Lane, we are just past Mills Ave, on the right hand side. From HWY 5, take HWY 12 Exit, stay due East on 12, past Lower Sacramento Rd. Make a U Turn at Mills Ave. On Rt.