Level Financial Advisors Inc

  • Financial Services
  • East Amherst NY
  • 18 employees
  • Financial Services
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Company Overview

Headquarters
9310 Transit Road Suite 300, East Amherst NY
Website
levelfa.com
Phone
(716) 634-6113
Employees
18
Founded in
1979
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$18B

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Who is Level Financial Advisors Inc

Level Financial Advisors Inc. is a fee-only financial planning and investment advisory firm located in East Amherst, New York. The company employs 18 individuals and generates an annual revenue of $18 million. Level Financial Advisors provides comprehensive financial planning and investment management services to individuals seeking to improve and simplify their financial lives. Their services are designed to help clients reach their financial goals through rational investment strategies and personalized financial planning. Level Financial Advisors distinguishes itself by offering objective financial advice. They strive to empower clients by helping them understand their finances, navigate market uncertainties, and make informed decisions to achieve their financial aspirations. The firm emphasizes personalized attention, with clients receiving dedicated support from a trusted advisor who guides them through market fluctuations and helps them avoid costly financial mistakes. To learn more about Level Financial Advisors and their services, visit their website at levelfa.com.

Company Leadership

Elise Murphy

Partner & Director of Client Services

Phone Email

Level Financial Advisors Inc Industry Tags

Financial Planning
Investment Management
Financial Services
Financial Advisory Services
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Level Financial Advisors Inc Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Level Financial Advisors Inc's headquarters?
The headquarters of Level Financial Advisors Inc are situated at 9310 Transit Road Suite 300, East Amherst NY
What is Level Financial Advisors Inc's phone number?
Level Financial Advisors Inc's contact number is (716) 634-6113.
What is Level Financial Advisors Inc's official website?
The official website of Level Financial Advisors Inc can be found at levelfa.com.
What is Level Financial Advisors Inc's current revenue?
As of February 2020, Level Financial Advisors Inc's annual revenue reached $18B.
How many employees does Level Financial Advisors Inc currently have?
Level Financial Advisors Inc employs approximately 18+ people as of February 2020
Which industries is Level Financial Advisors Inc primarily operating in?
Level Financial Advisors Inc operates in the following industries: Finance, Credit
Who is the Partner & Director of Client Services of Level Financial Advisors Inc?
Level Financial Advisors Inc's Partner & Director of Client Services is Elise Murphy
What are Level Financial Advisors Inc's industry tags?
Level Financial Advisors Inc's industry tags include: Financial Planning, Investment Management, Financial Services
When was Level Financial Advisors Inc founded?
Level Financial Advisors Inc was founded in 1979.

Employee Directory

Key Employees

Rosanne Braxton

President

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Bethany Wagner

Technology Specialist

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Paul Coleman

Financial Advisor

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Steven Elwell

Partner, Chief Investment Officer

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Anne Salerno

Client Services Specialist

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