Welcoming Valerie Ross To the Level Family

Baby

We are happy to announce the arrival of Valerie Ross to the Level Family, the beautiful daughter of Elise Murphy, CFP® and her husband Adam Ross.  Valerie arrived on March 10th!

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Press Release East Amherst, NY: Level Financial Advisors announced today the acquisition of Loomis Financial Consulting, effective March 31, 2025.

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