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On the Level

One of the many ways we help people save money on taxes is by using a strategy called Tax Lot

Installment #1 in our continuing series on the latest federal stimulus package and what it means for investors. Paul Coleman

Recording of our Estate Planning Webinar held on March 10, 2021.

The Senate and the House are currently working their way through approving another round of stimulus to help keep people

Once again this year, Level Financial Advisors has been named a finalist in Buffalo Business First’s Best Places To Work

Throughout our working life we become accustomed to seeing chunks of our paycheck withheld for different types of taxes. Not

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