Press Release Amherst, NY: In a continuing effort to give back to the community, Level Financial Advisors, Inc. announced today the launch of a program that pays employees to participate in local volunteer programs. The new policy encourages employees to sign-up for activities with charitable organizations during work hours. “One of our coworkers made the suggestion and we thought, ‘What a great idea,’ said the company’s Chief Operating Officer and Partner, Michael Heburn.  “Our firm has a rich tradition of volunteerism dating back decades; adding this new component further cements that culture with our team.” The program is coordinated by Candice Broadus, who initially suggested the move in 2015.  Broadus has been instrumental in quarterbacking several charitable programs with the firm, including the company’s regular partnership with the United Way of Buffalo and Erie County.  Broadus has been with the firm since 2012. “We have a great group of employees who give so...

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Steven Elwell Honored by Alfred State

SE Alfred

Level Financial Vice President and Partner, Steven Elwell, CFP®, was recently honored by Alfred State with their Outstanding Young Alumni Award.  The annual award is presented to an Alfred State graduate who, within ten years of his or her graduation, has demonstrated outstanding service to his or her profession, community, and Alfred State. Steven graduated from SUNY Alfred in 2007 with a Bachelors degree in Financial Planning. After starting as an intern with Level (formerly Schroeder, Braxton & Vogt), he took over the Financial Planning Department for the firm and was promoted to Vice President. He became a co-owner of the company in 2014.  Steven is one of four financial professionals with Level Financial affiliated with the Financial Planning program at Alfred State....

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Level Employees Donate to United Way Community Baby Shower


Our conference room was full of diapers, baby toys, and other essentials for the United Way Community Baby Shower!  The eighth annual event is a community-wide effort to collect essential baby items that will help at-risk mothers to give their newborns a stronger start, giving them supplies and support needed for a healthy beginning.  Level is a proud sponsor of the United Way of Buffalo & Erie County...

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Level Hosts Alfred State Students


A group of students from Alfred State's Financial Planning program (BBA) visited Level's Amherst offices to learn more about the industry and what it means to be a fee-only, fiduciary advisory firm.  The group, led by Alfred professor Scott DuMond, participated in a conference with Level's Chief Operating Officer Mike Heburn, Vice President, Steven Elwell, CFP®, and Financial Planning Associate, Alanna Conciardo.  Both Steven and Alanna are graduates of Alfred's financial planning program. The planned "field trip" is part of a continuing relationship with Level and Alfred State University.  Four of the firm's 7 professionals are linked to the program, including Senior Financial Advisor, Win Jacob, CFP®, who began the program and taught with the school before starting his own firm and later joining Level. The group discussed practice management, compliance, and various financial planning and investment techniques used by Level to serve its nearly 600 clients....

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Steven Elwell, CFP® Quoted in NBC News Article


Discussing the impacts of global upheaval on international markets, Level's Vice President Steven, Elwell, CFP® talked about the dangers of abandoning international stocks in the face of crisis. The story, which ran on the front page of the business section at nbcnews.com, was written to address investor concerns after recent incidents in Syria and North Korea.   "Approximately half of the world's stocks available to invest in are outside the United States," Elwell said. "To categorically say, 'I'm not going to invest there' — you're taking an enormous piece of the overall universe off the table," Elwell said in the article.  You can read the entire piece here....

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Paul Coleman Receives Scholarship to Prestigious FPA Event


PRESS RELEASE:  The Financial Planning Association recently announced that Paul Coleman III, CFP® has received a scholarship to attend its 2017 FPA Retreat the week of April 24-27.  The event, designed to connect the best and brightest financial planning professionals throughout the U.S., will focus on the latest trends in the industry and offer attendees the chance to interact with thought leaders and experts from several financial services companies. Topics planned for the event include financial wellness, disability insurance, elder abuse/fraud, technology and innovation in investment management, marketing and several other financial services trends. “We are very excited that Paul has received a scholarship to this prestigious event.  It affirms his commitment as a leading, next generation financial advisor. We look forward to the great new ideas he will bring back from the retreat,” said Level’s Chief Operating Officer, Michael Heburn. “Paul is a hard working professional and committed to providing the best...

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