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Ready to "Level Up" with our career & financial consulting services?

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Ready to "Level Up" with our career & financial consulting services?

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"It's not only about generating wealth;  it's the progress and tenacity it takes to obtain it!"   - J. Rabb, President


About Us

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Our Mission

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.

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Our Services

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.                              

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Our Team

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


Coming Soon

Small Business Suite

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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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Contact Us

Tell us which services you're interested in and your requested meeting date/time!

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Appointments

All non-public and personal information discussed during consultations is strictly confidential.


Level Up Advising, LLC

501 Cambria Avenue #195, Bensalem, Pennsylvania 19020, United States

Main: (267) 888-6457

Hours

Monday - Friday: 6pm - 9pm

Saturday: 10am - 3pm

Sunday: 3pm - 6pm

(Follow-up consultations take a minimum of 1 hour)

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