Level Financial Advisors

Level Financial Advisors is fee-only financial planning and investment advisory firm that specializes in serving pre-retirees and retirees.  We help people ensure they don't outlive their money, avoid unnecessary taxes and leave a legacy to their family or favorite charity. We provide objective financial advice on your entire financial picture. 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.

There are many questions to answer as you think about retirement. Here are a few of the most common questions we can help you answer:

- Can I afford to retire and how do I ensure I don't run out of money?

- How do I create cash flow from my portfolio?

- When should I start my Social Security?

- What should I do with my 401k and how should I invest when I am retired?

- How can I minimize taxes in retirement?

We don't sell any products or earn any commissions, we work strictly on a fee-only basis, which allows us to be objective when giving our clients advice. We also operate under the fiduciary standard, meaning we are required by law to act in our clients best interest . Our advisors have been quoted in the Wall Street Journal, CNBC, US News & World Report, Investment News, Financial Advisor Magazine, Dow Jones Newswire, The Huffington Post, and Buffalo Business First.

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Advisors at this Office

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This Office

1986 Riverview Dr Wellsville, NY 14895-9727 Phone: (716) 634-6113

Primary Office

1412 Sweet Home Rd Ste 7 Amherst, NY 14228-2795 Phone: (716) 634-6113

Other Offices

1986 Riverview Dr Wellsville, NY 14895-9727 Phone: (716) 634-6113