PRESS RELEASE
Orchard Park, NY: Level Financial Advisors, a locally owned financial planning and investment management firm headquartered in East Amherst, has announced the opening of its new Southtowns office in Orchard Park. The office is located within The Orchard retail plaza on North Buffalo Street, next to White House Black Market and the nearby Loft, Talbots and Panera.
The modern office opens officially on May 18th with a grand opening celebration planned with the Orchard Park Chamber of Commerce on June 15th.
“Our Southtowns practice has experienced significant growth in recent years, prompting us to invest in a space that offers greater functionality and an improved client experience,” commented Michael Heburn, Chief Operating Officer of Level Financial Advisors. “The new office mirrors the branding of our East Amherst headquarters and features contemporary amenities familiar to our Northtowns clients.”
Founded 47 years ago, Level Financial Advisors relocated its main office to Transit Road in East Amherst in 2023, boosting its visibility and brand recognition. The firm currently serves over 700 households and oversees over $900 million in assets. Last year, it acquired a California-based advisory company, furthering its national reach. Over 25% of the firm’s clients reside outside New York State.
The new Orchard Park office replaces the company’s smaller Hamburg location on Southwestern Boulevard. Upgrades include spacious conference rooms for clients, expanded work areas for staff, and updated finishes and furnishings. Looking ahead, Level Financial Advisors plans to establish a comparably sized office in southern California as part of its strategic growth initiatives.
Locally owned and operated, the firm employs eight CERTIFIED FINANCIAL PLANNER™ practitioners and has been recognized as one of Western New York’s “Best Places to Work” by Buffalo Business First for several consecutive years. Level Financial Advisors specializes in retirement-focused financial planning and investment management, serving individuals preparing for or living in retirement.
