FrankLeonards&Frank
Finance · New Jersey, United States · 1-10 Employees
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Overview
Headquarters
63 East Ave, Woodstown, New Jersey, 0809...Phone Number
(856) 769-5217Website
www.frankleonardsfrank.comRevenue
$8.8 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About FrankLeonards&Frank
FrankLeonards&Frank, LLC specializes in retirement and legacy planning, focusing on pre-retirees and retirees in Southern New Jersey, Southeastern Pennsylvania, and Northern Delaware. Established in 1984, the firm aims to help clients preserve and protect their accumulated assets while converting them into reliable income for their retirement years. They utilize a structured process aligned with the Uniform Prudent Investor Act to create personalized retirement income plans. As independent financial advisors, they prioritize client needs and offer a range of non-proprietary financial products through their partnership with Cambridge Investment Research, Inc.Explore more
FrankLeonards&Frank Org Chart
JC
Financial Advisor
TK
Financial Advisor
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2021
Debt
$85K
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FrankLeonards&Frank, LLC specializes in retirement and legacy planning, focusing on pre-retirees and retirees in Southern New Jersey, Southeastern Pennsylvania, and Northern Delaware. Established in 1984, the firm aims to help clients preserve and protect their accumulated assets while converting them into reliable income for their retirement years... Read More
