skip to main content
Main Menu
Fidara updated logo
  • ABOUT
  • EXPERTISE
  • PROCESS
  • PARTNERSHIPS
  • FAQS
  • CLIENT CENTER
  • GET STARTED

Expertise

Confidence in Every Financial Decision

We believe confident decisions start with a clear understanding of what matters most to you. We work closely with you to understand your priorities, values, and goals, then develop a personalized strategy that brings alignment to every part of your financial life. Whether you’re starting from scratch, navigating a transition, or looking to strengthen an existing plan, we provide the clarity, coordination, and guidance to help you move forward with confidence at every step.

pie chart icon

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.

LEARN MORE
building icon

Business Planning

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

LEARN MORE
line chart icon

Investment Planning

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

LEARN MORE
shield icon

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.

LEARN MORE

About Us

Learn about the people, values, and planning philosophy that shape our approach to serving clients.

LEARN MORE

Our Process

See the step-by-step process we use to help clients make thoughtful financial decisions.

LEARN MORE

Our Goal Is To Help You Achieve Yours

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

SCHEDULE A CONFIDENTIAL CONVERSATION
Fidara updated logo white

Get in Touch

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

TALK WITH US

Our Location

1601 Kings Highway, 2nd Floor
Brooklyn, NY 11229

GET DIRECTIONS

Where We Do Business

Where We Do Business map
Disclosure

Reie Levi is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4047428), CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No insurance business may be conducted outside the states referenced.

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.

Reie Levi is a Registered Representative of and offers 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, 1601 Kings Highway Fl 2, Brooklyn, NY, 11229, 718-307-3442. In this regard, this communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Reie Levi is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CT, FL, IL, MA, ME, NC, NH, NJ, NY, OH, PA, SC, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Robert Ostberg is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4040107), CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, and WV. No insurance business may be conducted outside the states referenced.

Robert Ostberg is a Registered Representative of and offers 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, 351 Pleasant St Ste D, Northampton, MA, 01060, 413-586-6725. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Robert Ostberg is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

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

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.

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

Click Here
  • ABOUT
  • EXPERTISE
  • PROCESS
  • PARTNERSHIPS
  • FAQS
  • CLIENT CENTER
  • GET STARTED

Copyright 2026. New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices