Evan Levine

Evan Levine Email and Phone Number

Founding Partner And Head Of Valuation Engagements @ Complete Advisors
Evan Levine's Location
United States, United States
Evan Levine's Contact Details

Evan Levine work email

Evan Levine personal email

n/a

Evan Levine phone numbers

About Evan Levine

My 30+ years as an advisor and valuation engagmenet manager has given me the continual reward of being able to make a positive impact on peoples lives. I am the President and Co- Founder of Complete Advisors, a valuation and business advisory firm in the greater New York City area. As specialists in valuations of businesses and entities, we work closely with our clients attorneys, CPA’s and other advisors, - with the ultimate goal of improving financial outcomes.I believe money is means to an end, not an end in itself. Helping my clients achieve financial security gives them the peace of mind and freedom to focus on the things that matter most to them.I can be reached at 516-231-2977 or Evan@completeadvisors.com. Specialties: KEYWORDS: Business Valuations. Estate And Gift Tax Planning. Valuation Enhancement. Succession Planning.

Evan Levine's Current Company Details
Complete Advisors

Complete Advisors

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Founding Partner And Head Of Valuation Engagements
Evan Levine Work Experience Details
  • Complete Advisors
    Co-Founder
    Complete Advisors Jan 2010 - Present
    Valley Stream, New York, Us
    Business Valuations for Estate, Gift Tax and Succession planning.Questions? Call 516-231-2977 or e-mail: evan@completeadvisors.com
    View

Evan Levine Skills

401k 403 B Qualified Retirement Plans Erisa Fiduciary Services Retirement Pensions Retirement Planning Financial Planning Investments Strategic Financial Planning Personal Financial Planning Fiduciary Investment Advisory Asset Allocation Asset Management Financial Modeling Etfs Insurance Estate Planning Fixed Annuities Retirement Income Strategies Equities Wills Trusts Trust Management Budgets Business Analysis Business Strategy Coaching Business Development Entrepreneurship Finance Human Resources Business Intelligence Team Leadership Hr Consulting Accounting 401 Retirement Savings Plans Financial Advisory Management Financial Analysis Strategy Strategic Planning Financial Services Pension Funds

Evan Levine Education Details

  • Suny Oneonta
    Suny Oneonta
    Business & Economics
  • Queens College
    Queens College
    Theatre
  • Bayside High School
    Bayside High School
    General

Frequently Asked Questions about Evan Levine

What company does Evan Levine work for?

Evan Levine works for Complete Advisors

What is Evan Levine's role at the current company?

Evan Levine's current role is Founding Partner And Head Of Valuation Engagements.

What is Evan Levine's email address?

Evan Levine's email address is ev****@****ors.com

What is Evan Levine's direct phone number?

Evan Levine's direct phone number is +191769*****

What schools did Evan Levine attend?

Evan Levine attended Suny Oneonta, Queens College, Bayside High School.

What are some of Evan Levine's interests?

Evan Levine has interest in Erisa Defined Manager 3(38), Writing, Fiduciary, Planning, Monitoring, Reading, Registered, Plan, Sponsor, Third Party Administrator.

What skills is Evan Levine known for?

Evan Levine has skills like 401k, 403 B, Qualified Retirement Plans, Erisa, Fiduciary Services, Retirement, Pensions, Retirement Planning, Financial Planning, Investments, Strategic Financial Planning, Personal Financial Planning.

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