Melissa Levine, CFP®
Investment Adviser Representative
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...
Nicollette Meyer
Client Relations Specialist
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...
Circle of Excellence Award
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 prioritization 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.
Independent and approachable
As a certified planner and independent advisor, we are 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 connection between clients and their goals.
Genuine passion to reach 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 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.