Lefavi Wealth Management

Mar 2024

My husband and I have been clients of Lefavi Wealth Management since 2009. We have always had great success with them. Our advisors Jay is very knowledgeable and helpful no matter what our questions are. The rest of the staff members are all very professional and helpful. Would recommend them very highly.

Jan 2024

I would highly recommend Lefavi Wealth Management. We have been with them for about 20 years. I have always been satisfied with anyone I have worked with there.Specifically Jeff Kemp is the best. He has gone above and beyond anything I could expect. He is professional and very personable. He is very accessible and easy to get ahold of. He always answers any questions with quick responses. He is very on top of things.Jeff has blessed our family in multiple ways and has helped us find financial freedom to do real estate investing as well as a remodel on our house. We wouldn't have felt comfortable to do either without his knowledge and guidance. I can't even express...read full review

Dec 2023

My advisor is Jay Greenberg. He has incredible patience and excellent follow through. I enjoy our conversations, which are very focused and helpful, but somehow always have little slices of laughter and human touch in them also. They make hard transactions easy, and although my funds have grown steadily over the 20 years with them, I’m not a high profile client with a huge account, and yet their personal approach leaves me feeling like they value my business.