Level Ranked as One of WNY’s Top Financial Planning Firms

Buffalo Business First’s ranking of the largest financial planning firms in Western New York listed Level Financial Advisors 27th out of 54 firms locally. The publication ranks advisory firms based on local assets under management.

Level serves 600 households and manages $380M in assets, with the vast majority of its client based in WNY.  The Amherst company employs six CERTIFIED FINANCIAL PLANNER® professionals.  Subscribers to Buffalo Business First can see the full list HERE.


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