PRESS RELEASE Amherst, NY: Level Financial Advisors announced that one of its advisors, Paul Coleman III, CFP®, was recently named President of the Financial Planning Association of Western New York.  Coleman has served on the board of the FPA since 2016 and was most recently the organization’s Treasurer. Mr. Coleman is a CERTIFIED FINANCIAL PLANNER™ professional with Level, having joined the firm in 2014. He is a graduate of SUNY Alfred with a Bachelors of Business Administration in Financial Planning. In his new role with the FPA, Mr. Coleman will oversee the association’s activities and finances, and work with the organization’s 117 members. The group meets on a monthly basis and also sponsors various networking and educational events throughout the year.  He will continue to service his clients at Level Financial. The FPA of WNY provides its membership with opportunities for networking, continuing education, and media exposure; it’s mission is to elevate the profession...

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. ...