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Planning Today, Securing Tomorrow

A certified independent wealth management firm, we aim to help our clients focus on building a life of freedom, security and accomplishment. With over thirty years of experience in the industry, at Melissa Levine & Co, we focus on planning your financial life with authenticity and diligence so that you can accomplish greater freedom in life. Our strategic financial plans are centered on your unique values and objectives so we can get you 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

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

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</strong>

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.

Our Core Values

Client Centered

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.

Our Trusted Partners

Doug Coté, CFA®

CFA Senior Portfolio Manager, Head of Global Perspectives.
Read the Voya Blog.

Gene Goldman, CFA®

Chief Investment Officer & Director of Research

A Process Designed For You

Initial Consultation

We begin the journey to your future of financial freedom with an initial conversation that helps us connect with you and understand your personal circumstances.

Gap Analysis

We care about where you are now and are passionate about helping you pursue the financial future you desire. We analyze your unique situation and help you not only identify but also prioritize your goals and strategies.

Proposal

Having gathered key information about you and your wealth management goals, we present to you a strategic financial plan tailored to fit your needs in order to help you pursue your long term financial goals.

Implementation

We help you select and get started with the strategies, products and services that will best serve you in your custom strategic financial plan, helping to make your dreams and financial security goals, your reality.

Visibility

We diligently manage your progress toward your objectives with authenticity and openness. We keep you aprised of your growth and projections in order to help you stay on your path to financial freedom.

Monitoring

Over time, values and objectives can change and the unexpected can occur. We help you navigate changing circumstances and regularly analyze your progress toward your goals, making adjustments as needed.

Our Services

With over 30 years of experience, 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 financial freedom. 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 freedom and security? Fill out the form and we’ll reach out.

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