logo dark logo light logo
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources
    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
CONTACT US | CLIENT LOGIN
logo dark logo light logo
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources
    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
CONTACT US | CLIENT LOGIN
mobile-logo
Contact Us
Get Started Today
  • Services
    • What We Do
    • Investment Process
    • Foundation
    • Cornerstone
  • About Us
  • Careers
  • Resources

    • Blog
    • Calculator Library
    • Resources
    • Risk Assessment
    • Stock Quotes
  • Disclosure
Get Started Today
Dec 19 2020
News, On The Level, Videos

VIDEO: Estate Planning Webinar

Recording of our Estate Planning Webinar held on December 16th, 2020.

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Oct 19 2020
News, On The Level, Videos

VIDEO: Market Update – Q3 2020

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

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Aug 28 2020
News, On The Level, Videos

VIDEO: Markets and Presidential Elections

Here’s a quick video from DFA that speaks to the impact of Presidential elections on long-term investors.  (3:39)

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Jul 24 2020
News, On The Level, Videos

VIDEO: Market Update – Q2 2020

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

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Apr 22 2020
News, On The Level, Videos

VIDEO: Negative Oil and The Markets

Michael Angelucci, CFP® talks about recent developments in oil pricing and how it might impact investors in this brief 11-minute video.

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Apr 20 2020
News, On The Level, Videos

VIDEO: Market Update – Q1 2020

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

Continue reading
Level Financial Advisors
News, On The Level, Videos
0 Comments
Older Posts
Sign Up for Free Insights
Search Our Posts
Categories
  • News
  • On The Level
  • Videos
  • Word of the Week
Level Financial Advisors
Amherst Office

1412 Sweet Home Road, Suite 7
Amherst, NY 14228
OFFICE:  716‐634‐6113
TOLL FREE:  800-713-3787
FAX:   716‐810‐9445
EMAIL: invest@levelFA.com

Wellsville Office

1986 Riverview Drive
Wellsville, NY 14895
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

  • Client Portal
  • Charles Schwab
  • Share File
  • Blueprint
Receive regular insights on retirement planning and reducing taxes from Level.
 

Legal Disclosure/ADV Terms & Conditions Privacy Policy

Copyright ©2021 Level Financial Advisors Inc. All rights reserved.
This website uses cookies for web analytics and marketing purposes. You can block saving cookies to your hard drive at any time, by changing the settings of your web browser. By continuing to use this website without disabling cookies in your web browswer you agree to saving cookies to your hard drive. Learn more in our Privacy Policy.I AcceptPrivacy Policy