PRESS RELEASE Michael Angelucci, MBA, CFP® was recently recognized by the Financial Planning Association of WNY for his outstanding service to the community.  The FPA of WNY Service Award was created to recognize members who have demonstrated a commitment to volunteerism by donating their time, expertise, and energy to the association and to organizations outside the FPA.  Recipients are nominated by the group's membership once per year and chosen by the organization's nomination committee. Michael is a member of the Eastern Hills Sunrise Rotary Club, on the Board of Directors of Buffalo Hearing and Speech Center, President of the Board of the Just Buffalo Literary Society, and President of the Board of the Glenwood Cemetery Foundation.  He joined Level Financial Advisors in January after the firm completed it's acquisition of Angelucci Wealth Management....

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Robert Decker as a Financial Planning Associate and Ann Marie Salerno as a Client Services Specialist at the fee-only investment management and financial planning firm. Mr. Decker graduated from the University at Buffalo in 2017 achieving a Bachelor of Science in Business Administration with a concentration in finance.  Prior to joining the firm, Decker worked as a Credit Portfolio Analyst with Citi Bank in Buffalo. He also held positions with HSBC and interned with Northwestern Mutual. Mr. Decker will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives. He will also contribute to the firm’s financial planning and investment committees and work on special projects while working towards his CFP® certification. Mr. Decker is a member of the Financial Planning Association of Western New York. He is a native of Syracuse, NY and resides in West Seneca with his wife. Ann Marie Salerno joins Level after fifteen years...

A team of our folks gathered in Buffalo today to once again support the United Way Day of Caring. The event is the largest one-day volunteer event in Western New York. Each year, thousands of volunteers roll up their sleeves and and work together to make a difference in our community. ...

Level Chief Investment Officer and Partner, Steven Elwell, CFP® appeared on Buffalo's News 4 last evening to comment on the potential of recession and things investors can do to prepare. See the full story here. ...

PRESS RELEASE Hamburg, NY: Level Financial Advisors, an Amherst-based, fee-only financial planning and investment management firm, announced today the opening of a satellite office in Hamburg, NY.  The new office, located at 4535 Southwestern Boulevard, Suite 710A, officially opened on Monday. The office is designed to offer meeting space for existing clients and potential new clients, which are typically people on the cusp of retirement. The firm’s existing advisors will use the office for these meetings as new appointments are scheduled. A senior advisor will also use the space as a permanent base for ongoing activity. “We think there is tremendous untapped opportunity to help individuals and businesses located in Hamburg, Orchard Park, East Aurora and beyond from this new location,” stated Level’s Chief Operating Officer and partner, Mike Heburn.  “We are very excited to join the Hamburg community.” The company hopes to grow the new location into a fully-staffed office of multiple advisors, while maintaining its operations and executive offices in Amherst.  As part of its strategic growth plan,...