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Planning Today, Securing Tomorrow

A certified independent wealth management firm, we aim to help our clients focus on building a life of freedom, security and accomplishment. With over thirty years of experience in the industry, at Melissa Levine & Co, we focus on planning your financial life with authenticity and diligence so that you can accomplish greater freedom in life. Our strategic financial plans are centered on your unique values and objectives so we can get you from where you are to where you want to be. We believe in providing savvy investors like you with personal, strategic services so you can plan and live the way you want to, today and tomorrow.

Meet the Team

Melissa Levine, CFP®

Investment Adviser Representative

212-687-1475

melissa@plan4goals.com

With over thirty years of experience in the financial services industry, Melissa Levine, CFP® has established strong relationships with her clients and has helped them achieve their financial goals while always adding a personal...

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Nicollette Meyer

Client Relations Specialist

212-687-1475

nikki@plan4goals.com

Nicollette Meyer is a graduate of Pace University's BBA Accounting and Finance program. Since 2012, Nicollette has worked alongside Melissa Levine, CFP® to increase the productivity, efficiency and successes of the office. She is...

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Our Core Values

Client Centered

Independent and approachable

As a certified planner and independent advisor, we are committed to building our knowledge and methods so you can rely on comprehensive and integrated advice.

Hardworking and proven

Like our clients we are driven to succeed. Our success in the industry is a result of years of hard work and creating connection between clients and their goals.

Genuine passion to reach your goals

We pride ourselves in not only honing our profession but also in the passion and drive we bring in helping you reach your life goals and desires.

Navigation for life’s financial journey

We are planners first. We help you imagine the place you want to be and work with you year after year to pursue your goals on your unique financial journey.

A Process Designed For You

Our Services

With over 30 years of experience, Levine & Co. provides tailored financial services in wealth management, insurance, and financial, retirement and estate planning.

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Explore Services

You deserve a life of financial freedom. We work diligently to understand your values and focus on your objectives. Your plan is specific to you and where you want to be.

Our Approach

Contact Us

Think we might make a good fit? Have questions or concerns about how to start planning your future of freedom and security? Fill out the form and we’ll reach out.

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