PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Jacob Schurr as a Financial Planning Associate at the fee-only investment management and financial planning firm. He will assist in client meetings, preparing financial plans and researching strategies to help clients save money, reduce taxes, and improve their financial lives. He will also...

PRESS RELEASE Amherst, NY: Level Financial Advisors has hired Catherine O’Brien as a Client Services Specialist at the fee-only investment management and financial planning firm. She will assist the firm’s client services department with various administrative activities including working with clients on daily requests, deepening client relationships, and assisting the company’s financial...

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...