logo dark logo light logo
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources
    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
CONTACT US | CLIENT PORTAL
logo dark logo light logo
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources
    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
CONTACT US | CLIENT PORTAL
mobile-logo
Contact Us
Get Started Today
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources

    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
Get Started Today
News, On The Level, Videos

VIDEO: American Rescue Plan Overview

Mar 15 2021

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.

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Estate Planning Webinar – Medicaid

Mar 11 2021

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

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Market Update – Q4 2020

Feb 03 2021

Level’s Steven Elwell, CFP®, discusses fourth quarter market performance in this video.  Transcript Here

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: What’s The Big Deal With Gamestop?

Feb 01 2021

Level’s Paul Coleman III,CFP® joins our COO Mike Heburn to discuss Gamestop and its impact on markets and the average investor.,

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Estate Planning Webinar

Dec 19 2020

Recording of our Estate Planning Webinar held on December 16th, 2020.

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Market Update – Q3 2020

Oct 19 2020

Level’s Steven Elwell, CFP®, discusses third quarter market performance in this video.  Transcript Here

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Markets and Presidential Elections

Aug 28 2020

Here’s a quick video from DFA that speaks to the impact of Presidential elections on long-term investors.  (3:39)

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Market Update – Q2 2020

Jul 24 2020

Level’s Steven Elwell, CFP®, discusses second quarter market performance in this video.  Transcript Here

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Negative Oil and The Markets

Apr 22 2020

Michael Angelucci, CFP® talks about recent developments in oil pricing and how it might impact investors in this brief 11-minute video.

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
News, On The Level, Videos

VIDEO: Market Update – Q1 2020

Apr 20 2020

Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video.  Transcript Here

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Older Posts

Posts navigation

Older posts
Level Financial Advisors
Amherst Office

1412 Sweet Home Road, Suite 7
Amherst, NY 14228
OFFICE:  716‐634‐6113
TOLL FREE:  800-713-3787
FAX:   716‐810‐9445
EMAIL: invest@levelFA.com

Wellsville Office

1986 Riverview Drive
Wellsville, NY 14895
OFFICE:  716‐634‐6113
TOLL FREE:  800-713-3787
FAX:   716‐810‐9445
EMAIL: invest@levelFA.com

Hamburg Office

4535 Southwestern Blvd., Suite 710A
Hamburg, NY  14075
OFFICE:  716‐634‐6113
TOLL FREE:  800-713-3787
FAX:   716‐810‐9445
EMAIL: invest@levelFA.com

  • Client Portal
  • Charles Schwab
  • Share File
  • Blueprint
  • Account Aggregation
Receive regular insights on retirement planning and reducing taxes from Level.
 

Legal Disclosure/ADV Terms & Conditions Privacy Policy

Copyright ©2021 Level Financial Advisors Inc. All rights reserved.