Leonard Advisory Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

8150 Perry Hwy Ste 210, Pittsburgh, Penn...

Phone Number

(412) 998-7526

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
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Mar
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May
ZI Rank
1
1
1
1
1
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About Leonard Advisory Group

Leonard Advisory Group specializes in comprehensive retirement planning services, focusing on helping clients navigate their financial futures with purpose and intent. They primarily serve individuals aged 55 and older, particularly those in the Rust Belt, who seek to maintain their lifestyle and protect their legacies as they approach retirement. The firm employs a four-step True INTENT Planning System (TIPS) to ensure clients feel confident and in control of their financial plans. With a dedicated team, Leonard Advisory Group is committed to aligning financial strategies with clients' personal values and visions for the future.Explore more
Leonard Advisory Group's Social MediaPopular SearchesLeonard Advisory GroupLeonard Financial GroupLeonard West Wealth Management LLCLeonard Murman & Associates IncLeonard West Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Leonard Advisory Group Org Chart

PhoneEmail
EL
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Director, Operations

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Leonard Advisory Group

<$5M
1-10
Private
-
1970
EL
Eric LeathemDirector, Operations
<$5M
1-10
Private
<$5M
1990
TZ
Tawna ZampedriOffice Manager
<$5M
1-10
Private
-
-
KS
Kathleen SchroederOffice Director
<$5M
1-10
Private
<$5M
2002
Richard LaFargue, President & Owner at LaFargue Financial Group
Richard LaFarguePresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
BS
Bonnie Seale-JordanPrincipal Consultant
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Leonard Advisory Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Leonard Advisory Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Leonard Advisory Group.

Leonard Advisory Group Tech Stack

A closer look at the technologies used by Leonard Advisory Group

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Frequently Asked Questions Regarding Leonard Advisory Group

What is Leonard Advisory Group's official website?
Leonard Advisory Group's official website is www.leonardadvisorygroup.com
What is Leonard Advisory Group's Revenue?
Leonard Advisory Group's revenue is <$5 Million
What is Leonard Advisory Group's SIC code?
Leonard Advisory Group's SIC: 62,628
What is Leonard Advisory Group's NAICS code?
Leonard Advisory Group's NAICS: 52,523
How many employees does Leonard Advisory Group have?
Leonard Advisory Group has 1-10 employees
What industry does Leonard Advisory Group belong to?
Leonard Advisory Group is in the industry of: Finance, Securities Trading
What is Leonard Advisory Group competition?
Leonard Advisory Group top competitors include: Eischen Financial Group, Babb Financial Group, LaFargue Financial Group, JS Holland
What technology does Leonard Advisory Group use?
Some of the popular technologies that Leonard Advisory Group uses are: WordPress.org, Cloudflare CDN, Google Cloud Web Serving, Google Cloud Platform
How do I contact Leonard Advisory Group?
Leonard Advisory Group contact info: Phone number: (412) 998-7526 Website: www.leonardadvisorygroup.com
What does Leonard Advisory Group do?

Leonard Advisory Group specializes in comprehensive retirement planning services, focusing on helping clients navigate their financial futures with purpose and intent. They primarily serve individuals aged 55 and older, particularly those in the Rust Belt, who seek to maintain their lifestyle and protect their legacies as they approach retirement.... The firm employs a four-step True INTENT Planning System (TIPS) to ensure clients feel confident and in control of their financial plans. With a dedicated team, Leonard Advisory Group is committed to aligning financial strategies with clients' personal values and visions for the future.Read More

What are Leonard Advisory Group social media links?
Leonard Advisory Group Linkedin page Leonard Advisory Group Twitter page
Is Leonard Advisory Group a public company?
Leonard Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Leonard Advisory Group

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