LeadIQ logo
Learn more at LeadIQ.com

Level Financial Advisors, Inc. Employee Directory

Financial ServicesNew York, United States11-50 Employees

Level Financial Advisors, Inc. is a fee-only financial planning and investment advisory firm operating in the financial services industry. Based in East Amherst, New York, the firm emphasizes objective financial guidance aimed at simplifying clients’ finances and helping them pursue their goals through rational investment management and comprehensive personal financial planning. Its services are designed for individuals seeking personal attention from a trusted advisor to navigate market fluctuations and avoid costly mistakes, with an emphasis on understanding finances and achieving clarity and control.

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

Level Financial Advisors, Inc. Global Highlights

Location
Employees

North America
30

Minus sign iconPlus sign icon
  • United States Of America
    30

Level Financial Advisors, Inc.'s Leadership

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

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
  • Stylized image of a person
    M. M. H.
    Chief Operating Officer / Partner
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 15, 2026
  • Stylized image of a person
    S. E.
    Partner, Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    E. M.
    Partner & Director Of Client Services
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026
  • Stylized image of a person
    R. B.
    President
    Phone icon
    Mobile Phone
    United StatesNew York
    Jul 02, 2026
  • Stylized image of a person
    C. L.
    Chief Executive Officer
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    R. S.
    Executive Vice President
    Phone icon
    Mobile Phone
    United StatesMassachusetts
    Apr 25, 2025
  • Stylized image of a person
    D. M. H.
    Human Resources Manager/Client Service Specialist
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 25, 2026
  • Stylized image of a person
    D. W.
    Human Resources Manager And Client Service Specialist
    Phone icon
    Mobile Phone
    Jun 25, 2025
  • Stylized image of a person
    J. T.
    Manager
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    W. J.
    Senior Financial Advisor
    Phone icon
    Mobile Phone
    United StatesNew York
    Jun 08, 2026

Frequently Asked Questions

What is Level Financial Advisors, Inc. known for?

Minus sign iconPlus sign iconLevel 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 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?

Minus sign iconPlus sign iconLevel 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?

Minus sign iconPlus sign iconLevel Financial Advisors, Inc. has approximately 14 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of June 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.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.