Level Financial Advisors wants to improve and simplify your financial life and help you to reach your goals through rational investment management and personal financial planning. We are a comprehensive, fee-only financial planning and investment advisory firm. We provide objective financial advice. We want to help you understand your finances, overcome uncertainty, and take control as you move confidently toward your goals. You will enjoy personal attention from a trusted advisor who will be on your side, guiding you through the ups and downs of the financial markets and helping you to avoid costly mistakes.
View Top Employees from Level Financial Advisors, Inc.Website | http://www.levelfa.com |
Revenue | $18 million |
Employees | 18 (18 on RocketReach) |
Founded | 1980 |
Address | 1412 Sweet Home Road Suite 7, Amherst, New York 14228, US |
Phone | (716) 634-6113 |
Fax | (716) 810-9445 |
Technologies |
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Industry | Financial Services, Brokerage, Financial Planning, Finance, Investment Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Level Financial Advisors, Inc. annual revenue was $18 million in 2024.
Steven Elwell is the Partner, Chief Investment Officer of Level Financial Advisors, Inc..
18 people are employed at Level Financial Advisors, Inc..
Level Financial Advisors, Inc. is based in Amherst, New York.
The NAICS codes for Level Financial Advisors, Inc. are [5239, 52393, 52, 523].
The SIC codes for Level Financial Advisors, Inc. are [628, 62].