In-Person Client Meetings

We are pleased to announce that we will begin offering in-person meetings starting July 15, 2020 at both our Amherst and Hamburg offices.  We will also continue to offer web conference meetings and digital transaction tools as we have throughout the crisis. Clients can use the same tools they have used during the pandemic to schedule in-person, phone, or Zoom meetings with their advisor. To protect the health and safety of all visitors to our offices, we have put the following protocols in place for in-person meetings. All visitors and employees are required to wear a mask when entering the building. Masks are required when individuals cannot be six feet apart while in the office.  It is up to the discretion of each visitor if they would like to wear their mask during meetings with their advisor, or if they would like their advisor to wear their mask during the meeting....

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Elise Murphy and Rosanne Braxton Recognized by Junior League

Two members of the Level family were recognized recently by the Junior League of Buffalo for their efforts to assist the local organization.  Level's President Rosanne Braxton, CFP® was awarded the organizations Sustainer Award, while Elise Murphy, CFP® was recognized with the Membership Council Award. The Junior League of Buffalo, Inc. is an organization of women committed to promoting voluntarism, developing the potential of women, and improving the community through the effective action and leadership of trained volunteers....

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Important Information For Our Clients Pertaining to Business Continuity

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 March 23rd at 8:30am. We expect no interruption in our ability to service our clients, with very few exceptions noted below. We will continue to operate as we have all this week.  Our various modes of contact are listed below and we encourage our clients to reach out to us as they normally would. On an indefinite basis, the following exceptions will apply to our normal operations: Both our Hamburg and Amherst offices will be closed. No in-person meetings will be held.  Zoom (web conferencing) and phone meetings are always available. Clients should not drop off items to our offices.  We encourage our clients to mail or...

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