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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Coleman is an Investment Advisor Representative with Level Financial Advisors, Inc., a firm headquartered in East Amherst, NY. Paul is registered to provide investment advice in New York. Paul is also a Certified Financial Planner. The advisor has been in the industry since November 2014. Level Financial Advisors, Inc. provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. The firm's client base includes high-net-worth individuals and individuals other than high-net-worth. The firm has 1965 accounts under management with approximately $620,808,285 in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
09/13/2021 - Present
Level Financial Advisors, Inc. (EAST AMHERST NY)
IA
Issued 11/19/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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