It’s your future. It should be planned on your agenda. That’s why we don’t work on commission, so you can be confident that your goals are our only priorities – not selling products.
Our Investment Process
We invest in order to grow your savings and protect you from the effects of inflation. We employ an evidence-based strategy to build globally-diversified portfolios using low-cost, tax-efficient mutual funds. This strategy helps you achieve your objectives from the short-term to the long-term and everything in between.
Holistic financial planning
Our holistic financial planning assures you that we are looking at your specific situation and goals from every possible angle. We take into account all the factors that make your situation uniquely yours: your age, your finances, your family and your future.
Retirement planning
Tax planning
Insurance planning
Investment management
Our Services
About Us
At Level Financial Advisors, we’re a team of financial professionals dedicated to your financial well-being through personal financial planning and rational investment management. We are a comprehensive, fee-only firm with offices in Amherst and Hamburg, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.
We strive to humanize financial planning, treating our clients and employees like family. Honesty, integrity, flexibility and transparency are pillars of our existence. Nothing is more important to our firm.
What’s new with taxes? Due to the recent COVID-19 outbreak, the IRS has made the decision to extend the 2019 tax filing deadline from April 15th 2020 to July 15th 2020. This move gives all taxpayers, regardless of their status or if they owe money,......
The Governor of New York has issued a state-wide mandate that 100% of non-essential employees work from home, effective Sunday evening. As you may know, most of our staff has been working remotely since Monday, and any remaining employees will begin working at home starting......
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