Steven  Elwell

Steven Elwell

| CFP®

Level Financial Advisors

(716) 634-6113

Contact Me

I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping newly retired clients create tax efficient withdrawal strategies.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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1412 Sweet Home Rd
Suite 7
Amherst, NY 14228

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Steven Elwell is a Amherst, NY Fee-Only Financial Planner serving Amherst and the Greater Buffalo, NY area. Level Financial Advisors specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Elwell is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

I am a Fee Only, CERTIFIED FINANCIAL PLANNER™ professional in Amherst, NY and a NAPFA-Registered Financial Advisor.

I want to improve and simplify your financial life and help you to reach your goals through rational investment management and personal financial planning. I want to help you understand your finances, overcome uncertainty, and take control as you move confidently toward your goals. I will be your 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.

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As financial advisors, we can see the nervousness in our client’s eyes. We understand it. You’re entrusting us with your family’s financial well-being, your hopes and dreams for retirement, and your legacy.

That’s why we formed Level Financial Advisors, one of the nation’s first Fee Only financial planning and investment management firms.

Since 1980, our firm has helped hundreds of individuals and families achieve their financial goals, educate their children, retire with dignity, and take care of their heirs. We’ve been able to accomplish this by taking the time to get to know our clients. There is no one-size-fits-all approach that works. You have to dive in deep to really get insight into their lives. Then we combine that with our wealth of financial knowledge to engineer a plan that meets their specific goals. In short, we become partners in our clients’ success.

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