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Winfred J
CFP®, ChFC®, Series 63
Wellsville, NY
Level Financial Advisors, Inc.
Winfred Jacob is a CFP® and ChFC® with 37 years of industry experience. He has worked at Level Financial Advisors, Inc. since 2016 and previously held roles at Cadaret, Grant & Co., Inc., Frontier Financial Group, LLC, and operated as a self-employed insurance agent. Level Financial Advisors serves individuals, families, trusts, non-profit organizations, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) plan advisory services. The firm employs an asset-allocation approach using diversified mutual fund and ETF models and incorporates tax-sensitive strategies and technology tools, including direct indexing and AI-supported data aggregation, to support client outcomes.
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