Level Financial Advisors

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

1412 Sweet Home Rd Ste 7, Amherst, New Y...

Phone Number

(716) 634-6113

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Level Financial Advisors

Level Financial Advisors is a local registered independent advisory firm providing financial planning and investment management to individuals and organizations.Explore more
Level Financial Advisors's Social MediaPopular SearchesLevel Financial Advisors IncLevel Financial AdvisorsAngelucci Wealth Management LLCLevel FinancialFinancial Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Level Financial Advisors Org Chart

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Michael Heburn, Chief Operating Officer & Partner at Level Financial Advisors
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Chief Operating Officer & Partner

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Roseanne Braxton, President at Level Financial Advisors
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President

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JT
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Office Manager and Client Services Supervisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Level Financial Advisors

<$5M
11-50
Private
-
1979
Michael Heburn, Chief Operating Officer & Partner at Level Financial Advisors
Michael HeburnChief Operating Officer & Partner
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2000
PH
Paul HavrillaFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
DF
Diane FlemingOffice Manager
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Level Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Level Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Level Financial Advisors.

Level Financial Advisors Tech Stack

A closer look at the technologies used by Level Financial Advisors

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Frequently Asked Questions Regarding Level Financial Advisors

What is Level Financial Advisors's official website?
Level Financial Advisors's official website is www.levelfa.com
What is Level Financial Advisors's Revenue?
Level Financial Advisors's revenue is <$5 Million
What is Level Financial Advisors's SIC code?
Level Financial Advisors's SIC: 62,628
What is Level Financial Advisors's NAICS code?
Level Financial Advisors's NAICS: 52,523
How many employees does Level Financial Advisors have?
Level Financial Advisors has 11-50 employees
What industry does Level Financial Advisors belong to?
Level Financial Advisors is in the industry of: Finance, Securities Trading
What is Level Financial Advisors competition?
Level Financial Advisors top competitors include: Stockade Wealth Management, Vibrance Wealth Management, Constant Guidance Financial, Piermont Wealth Management
What companies has Level Financial Advisors acquired?
Level Financial Advisors has acquired the companies: Angelucci Wealth Management
What technology does Level Financial Advisors use?
Some of the popular technologies that Level Financial Advisors uses are: WordPress.org, PHP, Barracuda Networks, HubSpot
How do I contact Level Financial Advisors?
Level Financial Advisors contact info: Phone number: (716) 634-6113 Website: www.levelfa.com
What does Level Financial Advisors do?

Level Financial Advisors is a local registered independent advisory firm providing financial planning and investment management to individuals and organizations.... Read More

What are Level Financial Advisors social media links?
Level Financial Advisors Linkedin page Level Financial Advisors Twitter page Level Financial Advisors Facebook page
Is Level Financial Advisors a public company?
Level Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Level Financial Advisors

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