We are excited to announce that we've been selected by Buffalo Business First as one of the Best Places to Work in Western New York for 2019. Award winners were recently honored at a special event at the Buffalo Niagara Convention Center....
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We're growing and have immediate openings for Financial Planning Associates. Click here for more details...
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Millions of people get tax refunds every year and, according to the IRS, the average refund this year is $1,949. Much has been said about how a large tax refund is just an interest-free loan to the government and people should adjust their withholdings to keep more of their money...
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The stock market entered its own polar vortex in December 2018 and tested the discipline of even the most seasoned investors. December was brutal in both how much the stock market went down, but also in how relentless the decline was. There was basically no pause button in the three-week...
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We've created a new Tax Center website aimed at providing important information to our clients for the current tax season. You can visit the page here. We will continue to update this site with deadlines, tips, and frequently asked questions. If you have a suggestion for the site, feel free...
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PRESS RELEASE Amherst, NY: Level Financial Advisors has named Steven Elwell, CFP® the firm’s Chief Investment Officer, effective January 1, 2019. Elwell, a partner at the Amherst-based company, most recently served as Vice President. He replaces Richard Schroeder, CFP®, who retired in December after twenty years with the organization. Elwell was hired...
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