Leonard Wealth Management

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

312 E Water St, Lincolnton, North Caroli...

Phone Number

(704) 735-7427

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Leonard Wealth Management

Leonard Wealth Management and Leonard Insurance Advisors provide comprehensive financial and insurance services aimed at enhancing clients' health and wealth. Based in Lincolnton, NC, they offer investment advisory services and insurance solutions tailored to individual needs. The firm is registered in North Carolina and may operate in other states where appropriately registered. Their target clients include individuals seeking financial planning, retirement strategies, and insurance coverage.Explore more
Leonard Wealth Management's Social MediaPopular SearchesLeonard Wealth Management LLCLeonard Wealth ManagementLeonard Wealth PlanningLeonard AsCom LeonardwealthmanagementSIC Code 62,628NAICS Code 52,523Show more

Leonard Wealth Management Org Chart

PhoneEmail
CL
United States flag for contact location.

Certified Estate Planner

PhoneEmail
SB
United States flag for contact location.

IT Support Assistant

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Leonard Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Leonard Wealth Management

Compare insights from companies similar to Leonard Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Leonard Wealth Management

<$5M
1-10
Private
-
1959
CL
Cain LeonardCertified Estate Planner
<$5M
11-50
Private
-
2013
<$5M
1-10
Private
-
2015
CZ
Cortney ZagerOffice Manager
<$5M
1-10
Private
<$5M
2017
HH
Heather HerringFinancial Services Advisor
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Leonard Wealth Management Tech Stack

A closer look at the technologies used by Leonard Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Leonard Wealth Management

What is Leonard Wealth Management's official website?
Leonard Wealth Management's official website is www.leonardwealth.net
What is Leonard Wealth Management's Revenue?
Leonard Wealth Management's revenue is <$5 Million
What is Leonard Wealth Management's SIC code?
Leonard Wealth Management's SIC: 62,628
What is Leonard Wealth Management's NAICS code?
Leonard Wealth Management's NAICS: 52,523
How many employees does Leonard Wealth Management have?
Leonard Wealth Management has 1-10 employees
What industry does Leonard Wealth Management belong to?
Leonard Wealth Management is in the industry of: Finance, Insurance, Securities Trading
What is Leonard Wealth Management competition?
Leonard Wealth Management top competitors include: Retirement Income Planning, Young Wealth Management, Lakeview Retirement Planning, Financial Longevity Advisory
What technology does Leonard Wealth Management use?
Some of the popular technologies that Leonard Wealth Management uses are: Sentry, Mailgun, F5 BIG-IP Platform, Sectigo
How do I contact Leonard Wealth Management?
Leonard Wealth Management contact info: Phone number: (704) 735-7427 Website: www.leonardwealth.net
What does Leonard Wealth Management do?

Leonard Wealth Management and Leonard Insurance Advisors provide comprehensive financial and insurance services aimed at enhancing clients' health and wealth. Based in Lincolnton, NC, they offer investment advisory services and insurance solutions tailored to individual needs. The firm is registered in North Carolina and may operate in other states... where appropriately registered. Their target clients include individuals seeking financial planning, retirement strategies, and insurance coverage.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.