Fee-only, fiduciary planning
It’s your future. It should be planned on your agenda. That’s why we don’t work on commission, so you can be confident that your goals are our only priorities – not selling products.
Services
Our Investment Process
We invest in order to grow your savings and protect you from the effects of inflation. We employ an evidence-based strategy to build globally-diversified portfolios using low-cost, tax-efficient mutual funds. This strategy helps you achieve your objectives from the short-term to the long-term and everything in between.
Holistic financial planning
Our holistic financial planning assures you that we are looking at your specific situation and goals from every possible angle. We take into account all the factors that make your situation uniquely yours: your age, your finances, your family and your future.
- Retirement planning
- Tax planning
- Insurance planning
- Investment management
Our Services
About Us
At Level Financial Advisors, we’re a team of financial professionals dedicated to your financial well-being through personal financial planning and rational investment management. We are a comprehensive, fee-only firm in Amherst, NY, serving the Greater Buffalo metropolitan area, helping you understand your finances, overcome uncertainty and move confidently toward your goals.
We strive to humanize financial planning, treating our clients and employees like family. Honesty, integrity, flexibility and transparency are pillars of our existence. Nothing is more important to our firm.
NEWS
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Michael Angelucci, CFP® Joins WBEN To Discuss Roth Conversions From 529 Accounts
Level’s Michael Angelucci, CFP®, MBA joined WBEN this morning to discuss a new rule change regarding 529 accounts and Roth conversions Click Here to Listen...
Sep 20 2023 -
Moveit Data Breach – Potentially the Biggest In History
Like many Americans, I recently received a letter from a financial institution, in this case my bank, informing me of a data breach with one of their third-party vendors called MOVEit. The MOVEit software is a file transfer system that is used globally. There was......
Sep 05 2023