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Empowering Financial Confidence


We help bring structure and clarity to your finances so you can live life on your terms.

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The Difference Confident Finances Make

Financial clarity opens the door to opportunity. We help you align your finances with your priorities and values so you can invest in your family, your community, your passions, and yourself.

We partner with you to coordinate every aspect of your finances to ensure your money works in harmony with your goals and the life you envision. When you engage us to create a financial plan, we act as fiduciaries, giving you confidence that your interests always come first. 

With guidance that is thoughtful, comprehensive, and tailored to your life, you can approach every financial choice with confidence and focus on what truly matters most.

PROPER NOUN | \fi·dar·a*

A commitment to trust, stewardship, and fiduciary-minded guidance in every financial relationship.

Who We Help

Life changes often bring major financial decisions. Many clients seek our guidance during times of transition, partnering with us to manage their resources thoughtfully and in alignment with their values and life goals. These are the moments when financial decisions feel especially important, and thoughtful guidance can make a lasting difference.

We work with successful individuals who want to delegate their financial strategies, giving them freedom to focus on what matters most.

We partner with people like:
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Young Professionals

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Small Business Owners

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Medical Professionals

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Attorneys

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Pre-retirees

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Retirees

If a life change has you rethinking your finances, we’re here to help. It starts with a confidential conversation.
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How We Help

Financial planning isn’t just about the numbers - it’s about your life. We bring clarity, balance, and thoughtful guidance to every part of your financial world through four core areas of expertise:

Comprehensive Financial Planning

A holistic view of your financial life that aligns your goals and values with the decisions you make, thoughtfully considering every facet of your wealth.

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Business Planning

Helping business owners navigate the intersection of their personal and professional lives through strategies that support growth, continuity, and succession.

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Investment Planning

A personalized approach to managing your investments, designed around your goals and integrated into your broader financial strategy.

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Risk Management Planning

Focused on protecting and preserving what you’ve built by identifying risks and gaps, and coordinating solutions as part of your full financial picture.

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What It’s Like to Work With Us

We’ve known Reie Levi since 2015, and over the past decade, he has been an invaluable partner in supporting our financial goals and decisions. As our CERTIFIED FINANCIAL PLANNER®, he has guided us in investments, estate planning, and tax strategies, as well as life and disability insurance - always integrating these decisions thoughtfully into our broader financial plan. Reie’s care and expertise have made a lasting impact, and we’re grateful to have him as our trusted advisor.

S. & L. Katach, Brooklyn, NY
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Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; there is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here.

Our Goal Is To Help You Achieve Yours

Feeling confident about your finances starts with choosing the right partner.

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Get in Touch

Office: (718) 307-3442
RLevi@FidaraFinancial.com

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Our Location

1601 Kings Highway, 2nd Floor
Brooklyn, NY 11229

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Where We Do Business

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For more information about NYLIFE Securities LLC and its investment professionals.

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Disclosure

Reie Levi, and Robert Ostberg are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Reie Levi (CA Insurance License #4047428).
Robert Ostberg (CA Insurance License #4040107).

As a New York Life Agent, Reie Levi is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

As a New York Life Agent, Robert Ostberg is licensed and authorized to offer insurance in California, but Fidara Financial may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Reie Levi, 1601 Kings Highway Fl 2, Brooklyn, NY 11229, 718-307-3442.
Robert Ostberg, 351 Pleasant St Ste D, Northampton, MA 01060, 413-586-6725.

Reie Levi, and Robert Ostberg are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Robert Ostberg is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

Fidara Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Fidara Financial nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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