Steven Gervickas Fantastic state and federal income tax preparer. Very thorough and wonderful to work with. She is extremely knowledgeable and competent in preparing individual tax returns and utilized her experience to get the maximum return for our taxes.
Colleen Hiam Excellent to work with. Very knowledgeable and communicates well. Very responsive. We have been working with Level for several years and would highly recommend them.
Pooniel Healy Jon and staff are always responsive, helpful and knowledgeable. We trusted them with my Moms investments and Ive been personally investing with them for about 8 years with no complaints. Their investing approach is by far THE most sensible and the returns have been amazing. Thanks all
Karen Romano Unprofessional. Terminated insurance without notifying me. My employer switched companies and he dropped all the employees coverage without notifying my employer nor did he notify any of the employees directly about this. Would not recommend him to anyone. Poor communication