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...

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...

We are excited to announce that we've been selected by Buffalo Business First as one of the Best Places to Work in Western New York for 2019.  Award winners were recently honored at a special event at the Buffalo Niagara Convention Center....

We're growing and have immediate openings for Financial Planning Associates.   Click here for more details...

We've created a new Tax Center website aimed at providing important information to our clients for the current tax season.  You can visit the page here.  We will continue to update this site with deadlines, tips, and frequently asked questions.  If you have a suggestion for the site, feel free to email us here....