Level Financial Advisors, Inc.
Level Financial Advisors, Inc. (CRD# 110641) is a financial advisory firm headquartered in East Amherst, NY. They manage $620,808,285 in 1,965 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management621MILLION
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Total Number of Accounts1,965ACCOUNTS
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Average Account Value$315,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, FL, GA, LA, MA, MD, NC, NJ, NY, PA, SC, TX, VA, WA
Rosanne Braxton (CRD# 4373612) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry.
I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping pre-retirees transition in to retirement with special emphasis on tax efficiency.
I believe that a financial advisor should adhere to the following standards:
- Honesty
- Integrity
- Competency
- Respect
- Timely Service
- Holistic Approach to Pesonal Finance
I am a Partner & Vice President of Level Financial Advisors, a Registered Investment Advisor located in Buffalo, NY. I have been working with families to manage their investments and provide financial advice since 2007.
I have taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Visit my firm's website at www.levelFA.com for more information on my services.
Winfred Jacob (CRD# 1216951) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 40 years of experience in the finance industry.
Michael Angelucci (CRD# 5431249) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 16 years of experience in the finance industry.
Alyssa Bogardus (CRD# 7775054) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry.
Paul Coleman (CRD# 6225972) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has over 11 years of experience in the finance industry.
Robert Decker (CRD# 6640289) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry.
Elise Murphy (CRD# 5943138) is an Investment Advisor Representative working at Level Financial Advisors, Inc. in East Amherst, NY and has 1 year of experience in the finance industry.