Personal and Business Financial Strategies

Bruce Levine, CLU, ChFC

Susan Murphy Reid, CLU, ChFC, CASL, ChHC, REBC

Angelo Tardi 

8700 W. Bryn Mawr Ave, Suite 740 South

Chicago, IL


  • (773) 399-7742
  • (708) 831-5865


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With a track record of success since 1973, Levine & Reid, Inc. is widely recognized as one of the leading personal and business financial strategies firms. Leveraging cutting-edge technology and intellectual capital with a foundation built on long-term relationships, we are well-equipped to provide world-class, personalized financial solutions. We are committed to providing you with the advice, expertise, and value you deserve.


A Proven Track Record of Success:

  • Susan Murphy Reid, CLU, ChFC, CASL, ChCH, president of Levine & Reid, Inc., has been a recipient of the NAHU Soaring Eagle Award for the fourth consecutive year. This award is the highest honor given by the Leading Producers Round Table (LPRT) to recognize National Association of Health Underwriters members who have “achieved the greatest success in demonstrating exceptional professional knowledge and outstanding client services.” Annually, less than 1% of advisors receive this prestigious award, placing her in elite company.

  • Bruce Levine, CLU, ChFC, senior wealth management advisor at Levine & Reid, Inc., is a lifetime member of the Million Dollar Round Table (MDRT). MDRT is the leading association of life insurance and financial services professionals. Their Code of Ethics calls for member agents to “always place the interests of their clients above their own interests,” and "to give the best possible advice to clients by seeking to maintain and improve professional knowledge, skills and competence.” Only about 6% of life insurance professionals can qualify to join this organization.

  • Susan Murphy Reid, CLU, ChFC, CASL, ChCH, is a member of the Leading Producers Round Table (LPRT) of the National Association of Health Underwriters.  LPRT recognizes successful underwriters of Accident & Health Insurance and is the premier program for top Health, Disability, Long-Term Care and Worksite Insurance producers.

  • A + rating with Better Business Bureau for over 10 years.

  • Registered Investment Advisor (RIA)


Active Associations:

  • NAIFA- The National Association of Individual Financial Advisors

  • NAHU- The National Association of Health Underwriters

  • Society of FSP- Society of Financial Services Professionals

We have representatives in this office licensed and registered to offer products and services in [IL]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck