Level’s COO, Mike Heburn, is joined by Loptr’s CEO and Founder Dave Newell to discuss simple actions individuals can take to protect their home computers and identity in this 60-minute webinar.
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...Read More
Installment #1 in our continuing series on the latest federal stimulus package and what it means for investors. Paul Coleman III, CFP® discusses the basics of the package in this 14-minute video.
PRESS RELEASE Amherst, NY: Level Financial Advisors, an Amherst-based, fee-only financial planning and investment management firm that specializes in retirement planning, announced today that its assets under management have surpassed $500 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, most recently surpassing $400 million in assets in 2019. "We’ve maintained our growth pattern over the past eighteen months, including a strong end to 2020, despite the challenges of the pandemic," said Michael Heburn, the firm’s Chief Operating Officer and partner. “Our clients have continued to put their trust in us and our ability to help them with their financial goals. We are proud to be a growing, local company and are looking forward to a successful 2021.” Along with the addition of new clients and deposits from existing clients, strong investment growth in 2020 contributed to the...Read More