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Release Notes – Client Portal

5/29/19 - RMD reporting added to TOOLS section of client portal.  RMD eligible clients will be able to see their calculated RMD amount, the amount distributed to date, and whether they have completely satisfied their RMD, by account.   5/2/19 - Added two-factor authentication capabilities and video instructions.   4/29/19 - Turned off Create Task section for clients as it does not send notification to advisors that a task has been created.  We will turn this functionality back on when notifications are enabled.   4/29/19 - Fixed calendar linking problem where scheduling meetings for some advisors was not operational.   4/15/19 - Client Portal Live    ...

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Level Employees Once Again Give Back to United Way

Once again we are proud to donate to the United Way Community Baby Shower!  Our conference room was full of diapers, baby toys, and other essentials for the annual campaign!  The  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 Reaches Another Assets Milestone

PRESS RELEASE Amherst, NY: Level Financial Advisors, an Amherst-based fee-only financial planning and investment management firm, announced today that its assets under management have surpassed $400 million. The firm, with six CERTIFIED FINANCIAL PLANNER™ practitioners, was recently ranked as one of the top 500 RIA firms in the nation by Financial Advisor Magazine, surpassing $300 million in assets in late 2016. "This is a real testament to the faith and trust the Western New York community has put in us. We appreciate that trust and look forward to continuing to help people navigate the financial maze that is retirement," said Steven Elwell, CFP®, the firm’s Chief Investment Officer and partner. Along with the addition of new clients and deposits from existing clients, Level recently acquired Williamsville-based Angelucci Wealth Management, aiding in its growth. The company intends to continue its growth by expanding its WNY foot-print this year. The firm has scheduled a July opening of a satellite...

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