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) 998-7526Website
www.leonardadvisorygroup.comRevenue
<$5 MillionIndustry
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Leonard Advisory Group
<$5M
1-10
Private
-
1970
JL
Joshua LeonardPresident & Chief Compliance Officer & Investment Advisor & Representative
Leonard Advisory Group Tech Stack
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Frequently Asked Questions Regarding Leonard Advisory Group
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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.... Read More
