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.
Cetera Advisors is part of the family of independently managed firms of Cetera Financial Group (Cetera). For the past 30 year's, Cetera's family of companies has grown to manage over $110 billion in client assets, delivering advisory products and solutions and sophisticated trading and technology platforms to us, and other advisors across all 50 states., You can be confident that their tools, technology and support help make us more effective in our relationship with you.
While a broker dealer helps certify and facilitate the trading that converts your cash into invested assets, those assets are actually held by a custodian. Cetera Advisors works with 2 custodians. Pershing LLC custodies brokerage accounts, including the brokerage accounts within the IRAs.
Pershing is a subsidiary of the New York Mellon Corporation, which is the nations oldest continuously operating bank, and one of the worlds leading providers of securities services. Both Pershing and Cetera Investment Services have to meet certain net capitol requirements, and are subject to regular audits, both internally and by independent firms, to ensure the appropriate handling, segregation and protection of investors' assets.
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