Level Financial Advisors
Financial Services • 
Amherst, New York, United States • 11-20 Employees
Company overview
| Headquarters | 9310 Transit Road, Suite 300, East Amherst, New York 14051, US |
| Phone number | +17168109445 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Planning And Investment Management |
| Founded | 1979 |
| Employees | 11-20 |
| Socials |
Key Contact at Level Financial Advisors
Elise Murphy
Partner & Director Of Client Services
Level Financial Advisors Email Formats
Level Financial Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@levelfa.com), used 81.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@levelfa.com | 81.8% |
{first name}{last name} | johndoe@levelfa.com | 18.2% |
About Level Financial Advisors
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.
Level Financial Advisors revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Level Financial Advisors has 9 employees across 5 departments.
Departments
Number of employees
Funding Data
Level Financial Advisors has never raised funding before.
Level Financial Advisors Tech Stack
Discover the technologies and tools that power Level Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
Analytics
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JavaScript libraries
Analytics
Programming languages
Appointment scheduling
Netherlands
Belgium
Italy
Spain
Frequently asked questions
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