Leonard Financial Group
Finance · Florida, United States · 1-10 Employees
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Overview
Headquarters
2955 Pineda Plaza Way Ste 126, Melbourne...Phone Number
(321) 259-6239Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Leonard Financial Group
Leonard Financial Group is a Registered Investment Advisor firm based in east and central Florida, specializing in fiduciary financial planning services. They focus on creating unique financial plans tailored to the individual needs, goals, and dreams of their clients, emphasizing a fee-for-service model rather than commission-based sales. Their services include financial planning, wealth management, and wealth protection strategies aimed at helping clients achieve financial success. The firm is led by Jeffrey Leonard, a Certified Financial Planner, who is committed to acting in the best interest of his clients at all times.Explore more
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Leonard Financial Group is a Registered Investment Advisor firm based in east and central Florida, specializing in fiduciary financial planning services. They focus on creating unique financial plans tailored to the individual needs, goals, and dreams of their clients, emphasizing a fee-for-service model rather than commission-based sales. Their se... Read More
