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On The Level
Michael Angelucci joins WBEN to discuss the SVB failure
May 16 2023
News, On The Level

Michael Angelucci, CFP® Joins WBEN To Discuss The Debt Ceiling Deadline

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...

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Level Financial Advisors
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Picture of new offices in East Amherst for Level Financial Advisors
May 16 2023
News, On The Level

Level Moves to East Amherst May 22nd

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...

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Level Financial Advisors
News, On The Level
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May 07 2023
News, On The Level, Videos

VIDEO: Debt Ceiling Crisis Update

Level’s Steven Elwell, CFP®, discusses the ongoing debt ceiling crisis and how investors might want to think about the approaching deadline.

 

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Level Financial Advisors
News, On The Level, Videos
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May 01 2023
News, On The Level

Introduction to Avantis Investors

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...

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Steven Elwell
News, On The Level
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Apr 25 2023
News, On The Level

NEW OFFICE UPDATE: We Are Moving May 22nd

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...

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Level Financial Advisors
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Apr 24 2023
News, On The Level, Videos

VIDEO: Market Update – Q1 2023

Level’s Steven Elwell, CFP®, discusses first quarter market performance in this video.

Transcript available here.

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Level Financial Advisors
News, On The Level, Videos
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Level Financial Advisors
Amherst Office

9310 Transit Road, Suite 300
East Amherst, NY 14051
OFFICE:  716-634-6113
TOLL FREE:  800-713-3787
FAX:   716-810-9445
EMAIL: invest@levelFA.com

Hamburg Office

4535 Southwestern Blvd., Suite 710A
Hamburg, NY  14075
OFFICE:  716-634-6113
TOLL FREE:  800-713-3787
FAX:   716-810-9445
EMAIL: invest@levelFA.com

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