"It's not only about generating wealth; it's the progress and tenacity it takes to obtain it!" - J. Rabb, President
Level Up Advising is a career and financial consulting firm in the Delaware Valley region (Greater Philadelphia area). The firm was formed to guide clients through wealth building, development planning, and goal setting. We intend to encourage the acceptance of comprehensive alternatives for the best results.
Think PROGRESS! All services offered by Level Up Advising are affordable, comprehensive, and designed to propel clients to the next level of tracking, managing, and strategically mapping out their lives. We focus on our clients' most critical obstacles and identify opportunities to formulate a customized proposal. All proposals are periodically monitored and revised during Client/Advisor follow-up consultations.
Jenise Rabb is the Founder and President of Level Up Advising with over 15 years of industry and technical experience in the Greater Philadelphia area. Jenise holds a Bachelor's Degree in Business Management and a Credit Analyst Certification from the Risk Management Association (RMA). Jenise has a passion for financial education and continues to encourage and assist individuals that are ready to "Level Up".
Areas of Expertise:
Lending (Commercial, Consumer, Small Business, Real Estate), Commercial Banking, Credit Management, Portfolio Management, Retail Banking
Level Up Advising aims to help new & existing small business owners with bookkeeping, strategic planning, & financial reporting. We will also introduce tools for reconciling accounts, tracking invoices, & managing receivables/payables.
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All non-public and personal information discussed during consultations is strictly confidential.
501 Cambria Avenue #195, Bensalem, Pennsylvania 19020, United States
Main: (267) 888-6457
Monday - Friday: 6pm - 9pm
Saturday: 10am - 3pm
Sunday: 3pm - 6pm
(Follow-up consultations take a minimum of 1 hour)
As part of our merchant service solutions, clients can now make a one-time payment toward services rendered/invoiced. A receipt will be provided for your records. We hope you enjoyed our site!
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