5 /5 Robert Miller: Level has diversified our account with their input along with our own ideas. We have been with them for more than 10 years. There are way more ups than downs. They regularly balance the account to keep it in line with our objectives. We have a sit down once a year to reevaluate it ,if needed,based on any changes in our financial goals and or situation. They never pressure us but explain how any change may affect our portfolio.
In short we are very satisfied with with thier personal touch and careful handling of our account.