We use the video conferencing platform “Zoom” to maintain face-to-face relationships with out of state/out of area clients and those who prefer virtual relationships. Zoom is a complete two-way communication tool and in many ways, a lot like Face Time…. but with even better options!

Why Use Zoom?

Simple technology has enabled our firm to offer our traditional in-person comprehensive services from the comfort of your home or anywhere you travel. We’ll guide you through the set-up which is as simple as turning on your computer, opening your email, and clicking on the link we provide. We will personally guide you through the simple set-up process.

We are able to generate and share your personalized plan results, individual performance reports, personalized statements, etc. while simultaneously on video chat with you. Not to mention, Zoom is a completely safe and secure application that you can download right from your phone or computer (AND – it is complete free!)

Using Zoom, we offer the following services:

Complimentary Consultations

Retirement Income Planning

Investment Management

Client Investment & Planning Reviews

To schedule a virtual consultation with Paul Levin, please click on the link below:



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