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.

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You have a high net worth and complex assets to account for. You need an efficient, tax-optimized strategy for seeing your wealth through retirement and across generations.

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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 arrow_icon_negative
 

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®

NEWS

  • VIDEO: 5 Year-End Tax Strategies

    Level Financial Advisors’ Chief Investment Officer & Partner, Steven Elwell, CFP® and Financial Advisor Paul Coleman III, CFP® discuss simple, actionable strategies you can take now that will save money and avoid taxes! This webinar was originally recorded November 18th. Important Link from Webinar: https://www.irs.gov/retirement-plans/plan-participant-employee/retirement-savings-contributions-savers-credit...

  • UPDATED: Covid-19: What To Expect During Your Visit to Level

    REVISED – 11/22/2021 Governor Kathy Hochul recently directed the New York State Health Commissioner to enforce the NY HERO Act.  The law, passed and signed into law several months ago, requires NY employers to develop an airborne infectious disease prevention plan to protect employees during......