As an independent CFP® wealth management firm with over thirty years of experience in the industry, Melissa Levine & Co focuses on planning your financial life with authenticity, diligence, and strategic financial planning so that you can accomplish greater freedom in life. Our knowledgeable team is approachable, hardworking and passionate about helping you navigate life’s financial journey every step of the way.
At Melissa Levine & Co, we make it our business to understand your values and focus on your objectives. This helps us to connect where you are now with where you want to be in the future. We tailor our services to fit your specific needs and goals, marking out a clear path for you on your journey to financial freedom and security.
Our services are designed to help you dream bigger and capitalize on your acheivements in life. Clients come to us from a variety of backgrounds, each with their own unique circumstances, resources, and goals in life. Our services are designed to bring security and freedom to your short and long-term goals.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals, while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. Contact our office to discuss how to proceed.
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