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Planning Today, Securing Tomorrow

As an independent financial services firm, we aim to help our clients focus on building a life of freedom, wellness and accomplishment. With over thirty years of experience in the industry, we at Melissa Levine & Co. focus on planning your financial life with authenticity and diligence so that you can work to attain greater freedom in life. Our strategic financial plans are centered on your unique values and objectives so we can help you get from where you are to where you want to be. We believe in providing savvy investors like you with personal, strategic services so you can plan and live the way you want to, today and tomorrow.

Meet the Team

Melissa Levine, CFP®

Investment Adviser Representative

212-687-1475

melissa@plan4goals.com

With over thirty years of experience in the financial services industry, Melissa Levine, CFP® has established strong relationships with her clients and has helped them achieve their financial goals while always adding a personal...

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Nicollette Meyer

Client Relations Specialist

212-687-1475

nikki@plan4goals.com

Nicollette Meyer is a graduate of Pace University's BBA Accounting and Finance program. Since 2012, Nicollette has worked alongside Melissa Levine, CFP® to increase the productivity, efficiency and successes of the office. She is...

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<strong>Circle of Excellence Award 2023*</strong>

Circle of Excellence Award 2023*

We're extremely honored to have been chosen as a recipient of the Circle of Excellence award presented by Cetera. We're beyond thankful for the recognition we've received based on the level of service we offer. We are dedicated towards advocating for our clients with authenticity and diligence. Our drive and dedication to keeping you at the forefront is a leading factor in all aspects of our business through our mission, values, and personal planning. We are committed toward enforcing this level of excellence as a priority for years to come. We look forward to serving you with this same level of excellency in whatever financial life stage you enter into.

*The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of by any client.

Our Core Values

Client Centered

Independent and approachable

As a Certified Financial Planner and independent advisor, Melissa Levine is committed to building our knowledge and methods so you can rely on comprehensive and integrated advice.

Hardworking and proven

Like our clients, we are driven to succeed. Our success in the industry is a result of years of hard work and creating connections between clients and their goals.

Genuine passion to Pursue your goals

We pride ourselves in not only honing our profession but also in the passion and drive we bring in helping you reach your life goals and desires.

Navigation for life’s financial journey

We are financial planners first. We help you imagine the place you want to be and work with you year after year to pursue your goals on your unique financial journey.

A Process Designed For You

Our Services

With over 30 years of experience, Melissa Levine & Co. provides tailored financial services in wealth management, insurance, and financial, retirement and estate planning.

Explore Services

Explore Services

You deserve a life of comfort. We work diligently to understand your values and focus on your objectives. Your plan is specific to you and where you want to be.

Our Approach

Contact Us

Think we might make a good fit? Have questions or concerns about how to start planning your future of confidence and wellness? Fill out the form and we’ll reach out.

Contact Us

For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.