UPDATED: Covid-19: What To Expect During Your Visit to Level

REVISED – 6/22/2021

Visitors to our offices are no longer required to wear masks.  Visitors to our offices for in-person meetings will be required to undergo a temperature check only, following CDC Guidelines.   We will no longer require health questions during visits.

Those with a temperature of 100.4 or higher will not be allowed to attend their meeting in-person.  We will politely ask visitors to go back to their vehicle and call us from their cell-phone at 716-634-6113 to make arrangements to reschedule the meeting or conduct it via phone or Zoom.

All employees of Level are required to submit to a temperature check each day.

Other precautions we have taken to ensure the health and safety of our visitors and employees include (revised May 20, 2021):

  • In-person meeting disinfection process that documents and ensures all conference room surfaces are cleaned prior to and after meetings.
  • Limiting the number of staff that work in the office. (Work from home measures in place for some staff).
  • Hosting internal employee meetings via Zoom — even if in the same office building – to prevent community spread.
  • Availability of disinfectant, hand sanitizer, masks, and gloves throughout our offices and in conference rooms.
  • Strict adherence to CDC and state guidelines.

We encourage anyone with concerns or questions to contact us.

Level Financial Advisors