Today our team gathered at the place where it all started, forty years ago this week!
On December 28th, 1979 our initial Certificate of Incorporation was filed with the New York Department of State by our founder, Alan Vogt. In 1984, our company name was officially changed to Paramount Planning, named after the street Mr. Vogt and his wife Phyllis lived on in Tonawanda. Forty years later, after two more name changes, that small one-person company has grown to fourteen employees managing more than $427 million in assets for over 620 families, individuals and organizations. The founding principles of integrity, honesty, diversified investing, and long-term financial strategies instilled by our founder has followed the company throughout, making Level Financial one of the largest locally-owned independent registered investment advisory firms in Western New York.
We thank all of our dedicated employees, our loyal clients, and — most of all — Mr. Alan Vogt, for the legacy he has created and the lasting business that will continue to be a part of our community for years to come.