The potential impact of a U.S. default on its debt was discussed this morning on WBEN with Level's Michael Angelucci, CFP®. Click Here to Listen...

PRESS RELEASE Level Financial Advisors, Inc. announced today the opening of their new, state-of-the-art headquarters in East Amherst, scheduled for May 22nd.  The new 4,000 square foot facility is located at 9310 Transit Road, Suite 300 inside a new retail plaza constructed by Bevilacqua Development.  Situated at the corner of Casey...

As many of you know, we have long been believers in using investment funds from Dimensional Fund Advisors (DFA) and Vanguard. They have helped us build diversified portfolios in a low cost, tax efficient structure. DFA specifically has helped us tilt our portfolios towards stocks with higher expected returns, such...

As previously announced, we are moving our headquarters from Sweet Home Road in Amherst, to Transit Road in East Amherst on May 22, 2023!  We are excited for this next chapter in our 43-year history.  Our new offices will include upgraded conference rooms, security features, and technology.  We are excited...