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Schlager Schlager & Levin Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Schlager Schlager & Levin is a financial planning firm based in Fort Myers, Florida. For more than three decades, it has served clients across Southwest Florida. The firm's planning approach integrates expertise from investments advisory, tax planning, and legal and insurance consultations to develop comprehensive plans tailored to each client's unique circumstances. By adopting a team-based process, SS&L aims to ensure that a knowledgeable advisor is always available to address long-term needs and plan execution.

SS&L emphasizes independent, objective guidance and places a strong emphasis on serving its clients' goals within an ethical framework. It also provides tax advice and strategies, while securities are offered through JW Cole Financial, Inc., and investment advisory services are provided through JW Cole Advisors, Inc.; SS&L and JW Cole entities are not affiliated.

Find Schlager Schlager & Levin employees' phone numbers or email addresses

Schlager Schlager & Levin Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Schlager Schlager & Levin's Leadership

  • Stylized image of a person
    K. L. C.
    Co-Owner And Financial Advisor
    Mobile Phone
  • Stylized image of a person
    N. R.
    Administrative Assistant
    Mobile Phone

Schlager Schlager & Levin Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Schlager Schlager & Levin

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. L. C.
    Co-Owner And Financial Advisor
    Mobile Phone
    United StatesFlorida
    Apr 14, 2026
  • Stylized image of a person
    N. R.
    Administrative Assistant
    Mobile Phone
    United StatesFlorida
    Oct 22, 2024

Frequently Asked Questions

What is Schlager Schlager & Levin known for?

Minus sign iconPlus sign iconSchlager Schlager & Levin was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-239-333-****
. Explore Schlager Schlager & Levin's company overview page for more information.

What is Schlager Schlager & Levin's most common email format?

Minus sign iconPlus sign iconSchlager Schlager & Levin employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Schlager Schlager & Levin email formats with LeadIQ.

How many employees does Schlager Schlager & Levin have currently?

Minus sign iconPlus sign iconSchlager Schlager & Levin has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Schlager Schlager & Levin's key employees and leadership?

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As of July 2026, Schlager Schlager & Levin's key employees include:

  • Co-Owner And Financial Advisor: K. L. C.
  • Administrative Assistant: N. R.

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