Level Financial Advisors, Inc. Employee Directory

Q: What is Level Financial Advisors, Inc. known for?

Level Financial Advisors, Inc. was founded in 1979. Level Financial Advisors, Inc. operates in the Financial Services industry.

Financial ServicesNew York, United States11-50 Employees

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.

Find Level Financial Advisors, Inc. employees' phone numbers or email addresses

Level Financial Advisors, Inc. Global Highlights

North America
32

United States Of America
32

Level Financial Advisors, Inc.'s Leadership

C. L.
Chief Executive Officer
Mobile Phone
Email
M. M. H.
Chief Operating Officer / Partner
Mobile Phone
Email
S. J.
Vice President Senior Credit Quality Analyst
Mobile Phone
Email
R. B.
President
Mobile Phone
Email
S. E.
Partner, Chief Investment Officer
Mobile Phone
Email
E. M.
Partner & Director Of Client Services
Mobile Phone
Email
R. S.
Executive Vice President
Mobile Phone
Email
D. M. H.
Human Resources Manager/Client Service Specialist
Mobile Phone
Email

Level Financial Advisors, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Human Resources
Administrative
Other

Contact profiles from Level Financial Advisors, Inc.

Name

Title

Contact Info

Location

Last Update

M. M. H.
Chief Operating Officer / Partner
Mobile Phone
Email
United StatesNew York
Dec 10, 2025
S. E.
Partner, Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Sep 08, 2025
E. M.
Partner & Director Of Client Services
Mobile Phone
Email
United StatesNew York
May 01, 2024
R. B.
President
Mobile Phone
Email
United StatesNew York
Mar 19, 2026
C. L.
Chief Executive Officer
Mobile Phone
Email
UNITED STATES
Nov 10, 2023
R. S.
Executive Vice President
Mobile Phone
Email
United StatesMassachusetts
Apr 25, 2025
D. M. H.
Human Resources Manager/Client Service Specialist
Mobile Phone
Email
United StatesNew York
Jan 22, 2026
D. W.
Human Resources Manager And Client Service Specialist
Mobile Phone
Email
Jun 25, 2025
J. T.
Manager
Mobile Phone
Email
Oct 17, 2024
W. J.
Senior Financial Advisor
Mobile Phone
Email
United StatesNew York
Mar 25, 2026

Frequently Asked Questions

What is Level Financial Advisors, Inc. known for?

Level Financial Advisors, Inc. was founded in 1979 operates in the Financial Services industry. The company's main headquarters is located in 9310 Transit Road Suite 300 East Amherst, New York 14051 United States; you can contact the main corporate office by phone at

+1-716-634-****

. Explore Level Financial Advisors, Inc.'s company overview page for more information.

What is Level Financial Advisors, Inc.'s most common email format?

Level Financial Advisors, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Level Financial Advisors, Inc. email formats with LeadIQ.

How many employees does Level Financial Advisors, Inc. have currently?

Level Financial Advisors, Inc. has approximately 12 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Level Financial Advisors, Inc.'s key employees and leadership?

As of March 2026, Level Financial Advisors, Inc.'s key employees include:

Chief Executive Officer: C. L.
Chief Operating Officer / Partner: M. M. H.
Vice President Senior Credit Quality Analyst: S. J.
President: R. B.
Partner, Chief Investment Officer: S. E.

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