Steven Elwell

Steven Elwell

CFP®

Steven is a Financial Advisor who helps clients develop a plan for retirement, manage investments and build, manage, and preserve wealth.

  • About Steven
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Vice President at Level Financial Advisors, Inc.
Address
1412 Sweet Home Rd Suite 7
Amherst NY, 14228
Phone
(716) 634-6113
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About Steven

I'm a Certified Financial Planner™ practitioner who helps pre-retirees transition into retirement successfully.

There are many questions to answer as you think about retirement. Here are a few of the most common questions I can help you answer:- Can I afford to retire and what type of income can I expect in retirement?- When should I take Social Security?- What should I do with my 401k and how should I invest it when I am retired?- How can I minimize my taxes in retirement?I don't sell any products or earn any commissions, I work strictly on a fee-only basis, which allows me to be objective when giving my clients advice. I a...

Education

  • Bachelor's, Financial Planning, State University of New York at Alfred

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

People near retirement
Seniors
Widows/widowers

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.
Hourly
Paid hourly for time spent meeting with a client or working on their behalf.

Disclaimer

This transmission is intended only for U.S. residents. It should not be viewed as a solicitation or offer of services in any jurisdiction in which the advisor is not qualified to do business. All rights reserved. Information has been obtained from sources believed t...