Visitors to our offices for in-person meetings will be required to undergo a health-check upon arrival, following CDC Guidelines.   Each visitor must submit to a temperature check and answer the following questions: Have you traveled outside NY state in the past 14 days?  If so, where? Have you experienced any Covid-19 symptoms in the past 14 days? Click here for the list of symptoms according to the CDC Have you tested positive for Covid-19 in the past 14 days? Have you been exposed to anyone with Covid-19 or Covid-19 symptoms in the past 14 days? Masks are required for everyone entering the building.  If social distancing cannot be achieved, masks are required throughout the building.  Anyone who cannot answer "No" to the questions above should not attend their in-person meeting and should call our office to reschedule. Those with a temperature of 100.4 or higher, or anyone who answers "Yes" to one...

We are happy to announce the arrival of Valerie Ross to the Level Family, the beautiful daughter of Elise Murphy, CFP® and her husband Adam Ross.  Valerie arrived on March 10th!...

Cybercrime and fraud are serious threats and constant vigilance is key. While our firm plays an important role in helping protect your assets, you can also take action to protect yourself and help secure your information. The list below summarizes common cyber fraud tactics, along with tips and best practices. Many suggestions may be things you’re doing now, while others may be new. We also cover actions to take if you suspect that your personal information has been compromised. If you have questions, we’re here to help. Please call us at 716-634-6113. Cyber criminals exploit our increasing reliance on technology. Methods used to compromise a victim’s identity or login credentials – such as malware, phishing, and social engineering – are increasingly sophisticated and difficult to spot. A fraudster’s goal is to obtain information to access to your account and assets or sell your information for this purpose. Fortunately, criminals often take the...

Washington, D.C. – The Financial Planning Coalition – comprising Certified Financial Planner Board of Standards, Inc. (CFP Board), the Financial Planning Association® (FPA®) and the National Association of Personal Financial Advisors (NAPFA) – issued the following statement on President Trump’s presidential memorandum that would halt the implementation of the U.S. Department of Labor (DOL) Fiduciary Rule: “The Financial Planning Coalition strongly opposes the action taken today by President Trump to halt the Department of Labor’s Final Fiduciary Rule that will protect millions of Americans saving for retirement. With just two months to go before its implementation date, the President has effectively given the green light to maintain the status quo of conflicted financial advice. By issuing this memorandum, the President is directing the Department of Labor to produce an outcome that will likely lead to either a complete gutting of this thoroughly vetted consumer protection or lead to its outright demise. Either...