We started working with the team both when it was Kelly Allen & Associates, Inc and now LEVEL Advisors. The team spent a tremendous amount of time parsing through innumerable amounts of datasets and records to assist us in key business decisions and reports. They used sophisticated data mining techniques and tools while speaking in a language that both myself and key employees could understand. They were not about impressing us with what they knew; they were about learning what we knew so that they could apply it in the solutions they would eventually bring back to us. Their approach was simple and direct: listen carefully to the business problems we faced, engage us throughout the process and formulate an action plan that could be used to assist us and our other advisors through a very difficult time.
Prestige Striping Services, Inc.
Rick Trujillo, CEO