Steven Elwell
Partner, Chief Investment Officer at Level Financial Advisors, Inc.
- Role
- Partner, Chief Investment Officer at Level Financial Advisors, Inc
- Location
- Buffalo, NY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Elwell
I specialize in helping pre-retirees transition successfully into retirement. There are…
Experience
Partner, Chief Investment Officer
Jan 2019 — Present · Buffalo, NY, US
Education
Alfred State College - SUNY College of Technology
B.A., Financial Planning
2004 — 2007
PennWest Clarion
Business Administration
2003 — 2003
Skills
- Consumer Debt
- Financial Advisory
- Personal Tax Planning
- Retirement
- 401k
- Wealth Management
- Employee Benefits
- Estate Tax Planning
- Asset Allocation
- Mutual Funds
- Investments
- Investment Management
- College Savings Plans
- Insurance Planning
- Financial Planning
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.