DISCLOSURES 2018-04-12T19:18:53+00:00

DISCLOSURES


Evan M. Levine, ChFC (“Levine”) is an SEC Registered Investment Advisor (“RIA”), under CRD#152419.  Levine provides flat fee financial planning, asset management and related services for clients nationally.  Levine will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable.  Levine renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about Levine.  It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally available information and are believed to be reliable.  Levine does not guarantee the accuracy of the information contained in this web site.  The information is of a general nature and should not be construed as investment advice.

Levine will provide all prospective clients with a copy of his Brochure,  Brochure Supplement and Privacy Statement prior to commencing an advisory relationship.  Existing clients will receive an offer to receive a copy on an annual basis.

To request hard copies by mail or if you have any other questions regarding compliance or regulatory information, please contact us.

Further information is available on the SEC website.

PRIVACY POLICY

Complete Advisors values your right to privacy. Any personal information you provide to Complete Advisors over this website will be maintained and be accessible only by Complete Advisors. Every user visiting our site may remain anonymous and need not reveal any personal information.

However, in certain portions of the site you may be asked to provide personal information, such as registering for e-mail messages or providing information as a new client. We will use this data to contact you with information that is relevant to the reasons for which it was submitted.

We will not sell or share this data with third-party vendors without your permission. Complete Advisors will not disclose information about any individual user to any entity except to comply with applicable laws or valid legal processes.

If such a disclosure should inadvertently occur, Complete Advisors will use reasonable efforts to limit and remedy the disclosure but will accept no liability for the disclosure. It is important to us that your experience of the Complete Advisors website be positive. Toward this end, we promise to do everything we can to respect and protect your right to privacy.

NOTE: All images in this website are the exclusive property of Complete Advisors. Any unauthorized usage of these images in a commercial context are unlawful and a violation of standard copyright laws. If you wish to use an image from this site, please email us with your request, including the usage intent of the requested image(s). All other unauthorized usage is strictly prohibited.

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Complete Advisors
181 South Franklin Ave , Suite 303

Valley Stream, NY, 11581

Phone: 516.240.6161
Cell: 917.696.0674

Fax: 516.706.5156

Email: evan@completeadvisors.com

April 18, 2018
This is how long $1 million in retirement really lasts

Determine how long $1 #million would really last in #retirement. 💰💵🤑
http://ow.ly/VOKt30jqmSq.
.
#finance #personalfinance #investment #inthenews #investor #financialadvice #financialplanner ... See more

GoBankingRates compared average expenses for people age 65 and older, including groceries, housing and health care, to determine how long $1 million would really last in retirement.

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April 11, 2018
Mid-April 2018 Update

Check out our mid-month update!

#FinancialPlanning #FinancialTips #retirementplanning #estateplanning #investing #demographics #utilities #waterrates #CompleteAdvisors

http://ow.ly/j4bJ30jqAYM

  Download in PDF Format for Easy Printing   Here comes the Boom!: Demographics Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the ... See more

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April 4, 2018
Warren Buffett's 3 Most Profitable Pieces Of Advice

#WarrenBuffett has once again spoken with more sage advice for the masses.
--------
#WisdomWednesday #Wealth #WealthManagement #RetirementPlanner #IncomePlanning #FinancialAdvisor #NY ... See more

Warren Buffett had three investment advice gems in his most recent annual report. Here's what you need to know.

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March 28, 2018
Retirement Income Planning Advisor | Evan Levine of Complete Advisors

Looking for lifelong income planning? Visit my website for a FREE download of my eBook "The 7 Tiers of Lifelong Income Planning’ today! 💰
.
👉https://www.completeadvisors.com/
.
#retirement ... See more

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March 21, 2018
Benefits Of Adding 3(38) And 3(16) Fiduciary Protection To Your ERISA 401(k)/403(b) Retirement Plan

#Retirement #planning is a significant concern for workers at every point in their #careers, from recent graduates to those preparing to leave the #workforce. ... See more

Many organizations have elected to add 3(38) and 3(16) fiduciary protection to their retirement programs, saving time for in-house staff and minimizing risk by ensuring plans are fully compliant with ... See more

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Contact Info

Complete Advisors
181 South Franklin Ave , Suite 303

Valley Stream, NY, 11581
Phone: 516.240.6161
Cell: 917.696.0674

Fax: 516.706.5156

Email: evan@completeadvisors.com

Social Feed

April 18, 2018
This is how long $1 million in retirement really lasts

Determine how long $1 #million would really last in #retirement. 💰💵🤑
http://ow.ly/VOKt30jqmSq.
.
#finance #personalfinance #investment #inthenews #investor #financialadvice #financialplanner ... See more

GoBankingRates compared average expenses for people age 65 and older, including groceries, housing and health care, to determine how long $1 million would really last in retirement.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
April 11, 2018
Mid-April 2018 Update

Check out our mid-month update!

#FinancialPlanning #FinancialTips #retirementplanning #estateplanning #investing #demographics #utilities #waterrates #CompleteAdvisors

http://ow.ly/j4bJ30jqAYM

  Download in PDF Format for Easy Printing   Here comes the Boom!: Demographics Demographics and population data are carefully tracked by the Census Bureau in order to better determine what the ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
SAD
ANGRY
April 4, 2018
Warren Buffett's 3 Most Profitable Pieces Of Advice

#WarrenBuffett has once again spoken with more sage advice for the masses.
--------
#WisdomWednesday #Wealth #WealthManagement #RetirementPlanner #IncomePlanning #FinancialAdvisor #NY ... See more

Warren Buffett had three investment advice gems in his most recent annual report. Here's what you need to know.

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
March 28, 2018
Retirement Income Planning Advisor | Evan Levine of Complete Advisors

Looking for lifelong income planning? Visit my website for a FREE download of my eBook "The 7 Tiers of Lifelong Income Planning’ today! 💰
.
👉https://www.completeadvisors.com/
.
#retirement ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
SAD
ANGRY
March 21, 2018
Benefits Of Adding 3(38) And 3(16) Fiduciary Protection To Your ERISA 401(k)/403(b) Retirement Plan

#Retirement #planning is a significant concern for workers at every point in their #careers, from recent graduates to those preparing to leave the #workforce. ... See more

Many organizations have elected to add 3(38) and 3(16) fiduciary protection to their retirement programs, saving time for in-house staff and minimizing risk by ensuring plans are fully compliant with ... See more

LIKE
LOVE
HAHA
WOW
SAD
ANGRY
LIKE
LOVE
HAHA
WOW
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« 1 of 4 »

See if we’re a Good Fit!

All Services Start with a Free
Consultation

SCHEDULE YOURS

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