VIDEO: Introducing Retirement Renaissance

Our initial video in our Retirement Renaissance video series talking about living well in retirement.

Retirement Renaissance – focused entirely on living better in retirement! Join our hosts, Mike Angelucci, CFP® and Level’s COO Mike Heburn, along with experts in health, diet, exercise, and more! Living well in retirement is more than just reaching your financial goals! You saved your whole life to enjoy your retirement; learn how in this regular video series.

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

REVISED – 3/21/2022 All visitors and employees are no longer required to wear masks when visiting our offices. Other precautions we have taken to ensure the health and safety of our visitors and employees include: Availability of disinfectant, hand sanitizer, masks, and gloves throughout our offices and in conference rooms. Strict adherence to CDC and state guidelines. Use of air-purifying equipment. We encourage anyone with concerns or questions to contact us....

Read More

Upcoming Educational Session

Level Financial Advisors and Walsh Duffield hold an educational session on insurance

Join Level Financial Advisors and Mark Garvelli, CIC, Vice President Personal Insurance Division, Walsh Duffield Companies, for this 1-hour educational session on the basics of automobile, homeowners, and renters insurance, including what coverages are required and offered and tips and tricks to maximize your protection. This live webinar will provide a chance for participants to ask questions and interact directly with the presenters! Register Here:  ...

Read More