I started working with Kelly Allen in early 2004. Since then his firm has handled several business needs for me and has proven to be most resourceful in dealing with the various challenges that have come our way. With today’s constantly changing tax codes and LEVEL ADVISOR’s ability to anticipate most of them, we have been able to stay ahead of the curve. The firm has responded to a variety of our needs and urgencies with utmost professionalism and responsiveness.
Sonny Woodall, CEO Bear Trucking, Inc.