Level Financial Advisors, a fee-only financial planning and investment firm based in Amherst, has opened a new satellite office in Hamburg.
The new office, located at 4535 Southwestern Blvd., is designed to initially provide a place for existing and new clients to meet with the firm's advisers as appointments are scheduled.
A senior adviser also will use the space as a permanent base, and the firm eventually hopes to expand the new location into a fully staffed office with multiple advisers, even while maintaining its headquarters in Amherst. Level officials said that they also hope to add other regional offices, including possibly in Rochester.
Founded in 1979, the firm has over 600 clients, including individuals, organizations and businesses.
“We think there is tremendous untapped opportunity to help individuals and businesses located in Hamburg, Orchard Park, East Aurora and beyond from this new location,” Chief Operating Officer and Partner Mike Heburn said.