PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Catherine O’Brien as a Client Services Specialist at the fee-only investment management and financial planning firm. She will assist the firm’s client services department with various administrative activities including working with clients on daily requests, deepening client relationships, and assisting the company’s financial advisors with meetings and paperwork. She will also have responsibilities for greeting visitors to the Amherst office. Ms. O’Brien received an associates degree from Erie Community College in 2018 and is currently enrolled at the University of Buffalo where she is pursuing a degree in business administration. Prior to joining Level, Ms. O’Brien worked as the Membership Director for YMCA Buffalo Niagara.  She also worked in various roles with the organization beginning in 2013 until joining Level. Ms. O’Brien has served as the Membership Chair for YMCA’s Professional Network, Chapter 7 and received a certification of appreciation from the United States Marine Corps...

Today, after 20 years, we wish our receptionist Sheila Bergman a wonderful and happy retirement! THANK YOU for all you have done for our clients and the entire Level family! Congratulations!!!...

Once again this year, Level Financial Advisors has been named a finalist in Buffalo Business First's Best Places To Work in WNY!  This year's virtual award ceremony is being held on March 31st....