FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Your Financial Partners Simplifying the Complex Tax Reduction Strategies

Special Announcement!

SCHLAGER SCHLAGER & LEVIN is now INDEPENDENT INVESTMENT ADVISORS, LLC

We are thrilled to announce the launch of our new brand! We are looking forward to this new chapter as Independent Investment Advisors as we continue collaborating with you to reach your personal and financial goals. Please give us a call should you have any questions.

Tax Strategies & Financial Services

SCHLAGER SCHLAGER & LEVIN 

Schlager Schlager & Levin (SS&L) has been helping our clients in Southwest Florida for over 30 years, The financial planning process at SS&L integrates expertise from various disciplines, including investments advisory, tax planning, legal & insurance consultations. Advisors with particular knowledge and experience with these areas are consulted to analyze, develop and implement comprehensive plan designs for your unique personal circumstance. By taking a team approach to your financial planning, we attempt to insure that there is always someone ready to help you who fully understand your personal need and details of your long term plan.

At Schlager Schlager & Levin we provide independent and objective financial planning advice. Our allegiance is to our clients. We have an unyielding commitment to our client's financial goals and objectives. We will never lose sight of the basis and tenet that an uncompromising commitment to service, above all unquestionable ethics, is the one true path to success.

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