Our Services

We offer two service levels based on your financial picture and stage of life. Both are designed to grow with you and for you.

You did everything you were supposed to with regard to saving for retirement but need help creating a big picture plan to make your money last.

Learn About Foundation

You’ve been highly successful and have complex assets to account for. You need an efficient, tax-optimized strategy for seeing your wealth through retirement and across generations.

Learn About Cornerstone

About Us

Since 1979, Level has helped countless individuals and families in the greater Buffalo area retire with dignity, achieve their financial goals, manage their wealth, minimize taxes and leave a legacy.

Meet the Team

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.

Rosanne Braxton, CFP®