Level Financial Advisors, a fee-only financial planning and investment management firm in Amherst, plans to open a Southtowns satellite office in Hamburg in July.
The firm, with six financial planners, said its assets under management exceed $400 million for the first time – just over two years after achieving $300 million in late 2016. The 40-year-old company, which recently acquired Williamsville-based Angelucci Wealth Management, is ranked as one of the top 500 registered investment advisory firms in the country.
Level Financial, which has over 600 clients, said its office on Southwestern Boulevard will initially be used by its existing staff to meet with clients from that area so they don't have to travel as far. Officials hope to grow that location into a fully staffed office.