Steven  Elwell,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Elwell, CFP®

Chief Investment Officer

Level Financial Advisors

1412 Sweet Home Road, Ste 7
Buffalo, NY 14226
FINANCIAL ADVISOR'S WEBSITE
(716) 634-6113 CONNECT WITH Steven
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General

Steven Elwell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Level Financial Advisors in Buffalo, NY and the surrounding communities.

Financial Advisor Overview

I help retirees take the stress out of money by developing a tax-efficient game plan for living off their assets in retirement. Feel free to call me to schedule a free consultation at (716) 634-6113.

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Financial Advisor Experience

I am the Vice President and co-owner of Level Financial Advisors. I graduated from SUNY Alfred in 2007 with a Bachelor's degree in Financial Planning. I have been a CERTIFIED FINANCIAL PLANNER® practitioner since 2009. I have been quoted in such publications as The Huffington Post, Nasdaq, Investment News, and The Dow Jones Newswire, and appeared on WIVB-TV Channel 4 News.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources