Level Financial Listed Again in National Ranking of Advisory Firms

PRESS RELEASE Amherst, NY: Financial Advisor Magazine’s annual ranking of large independent investment advisors listed Amherst-based Level Financial Advisors 475th out of 683 firms nationally, according to the publication’s August edition. Querying thousands of firms throughout the U.S., Level posted 22% growth in 2019, raising their managed assets to $425 million. Since the...

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