Level Four Group has extensive experience in partnering with accountants and accounting firms that have added financial services to their service offering. The Level Four partners have over 40 years of experience working inside industry leaders like H.D. Vest, 1st Global, GE/Terra, H&R Block Financial Advisors, IDS/American Express, and State Farm.

At Level Four, we partner with geographically dominant multi-partner accounting firms and independent CPAs and EAs that have made the commitment to provide financial services to their clients. We guide accountants and their associated firms in successfully building profitable full-service practices that include financial planning, investment advisory, and risk management services.

If you have concerns about your current financial services relationship or wish to discuss how Level Four can add value to your firm, send us an e-mail or give us a call.

Securities offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY.

Advisory services offered through representatives of Level Four Advisory Services, LLC to residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV & WY.

Insurance services offered through representatives of Level Four Insurance Services, LLC. The Level Four companies and Lincoln Financial Securities are separate entities.