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A
8 meses antes

I had an amazing experience with Leonard Financial...

I had an amazing experience with Leonard Financial Group. Their team was highly professional and knowledgeable. They went above and beyond to help me with my financial planning needs. Their personalized approach made me feel valued as a customer. I highly recommend Leonard Financial Group.

M
10 meses antes

I recently consulted a financial planning service ...

I recently consulted a financial planning service and was pleasantly surprised with the level of service provided. The advisors were knowledgeable and took the time to understand my financial goals. They provided me with a comprehensive plan that addressed my needs. I would recommend their services to anyone looking for professional financial advice.

M
11 meses antes

😊 Leonard Financial Group exceeded my expectations...

😊 Leonard Financial Group exceeded my expectations! Their team of experts provided me with exceptional financial advice that helped me secure my financial future. They were attentive to my needs and provided personalized solutions. I highly recommend Leonard Financial Group to anyone seeking reliable financial planning services.

B
11 meses antes

I recently consulted Leonard Financial Group and I...

I recently consulted Leonard Financial Group and I was blown away by their expertise and attention to detail. The financial planners at the company provided me with invaluable advice tailored specifically to my financial goals. I'm extremely satisfied with their services and would highly recommend them.

M
12 meses antes

😊 Leonard Financial Group is amazing! They were ab...

😊 Leonard Financial Group is amazing! They were able to provide me with the best financial advice and helped me plan my future. Their team is very knowledgeable and professional. I was impressed with their attention to details and their ability to understand my needs. I highly recommend Leonard Financial Group!

M
1 ano atrás

Leonard Financial Group has been instrumental in h...

Leonard Financial Group has been instrumental in helping me plan for my future. They provided excellent financial advice tailored to my specific goals and circumstances. I appreciate their expertise and the level of personalized attention they gave me. I highly recommend them.

H
1 ano atrás

I had an excellent experience with Leonard Financi...

I had an excellent experience with Leonard Financial Group. The advisors were extremely knowledgeable and provided me with valuable insights. They helped me create a financial plan that aligned with my goals and gave me peace of mind. I highly recommend their services.

M
1 ano atrás

I had a great experience with Leonard Financial Gr...

I had a great experience with Leonard Financial Group. Their team was very professional and knowledgeable. They provided me with personalized financial advice that helped me achieve my financial goals. The customer service was top-notch and they were always available to answer any questions I had. I highly recommend Leonard Financial Group to anyone in need of financial planning services.

M
1 ano atrás

🌟 I'm so happy with the service I received from Le...

🌟 I'm so happy with the service I received from Leonard Financial Group. Their team did an excellent job in helping me plan for the future. They listened to my concerns and offered customized solutions that fit my financial goals. I'm confident in my financial future thanks to their guidance.

Z
1 ano atrás

I recently used a financial planning service and w...

I recently used a financial planning service and was really impressed with the service provided. The advisors at the company were very helpful and provided me with valuable insights into my financial situation. I am extremely satisfied with the outcome and would highly recommend them to others looking for financial advice.

R
1 ano atrás

I recently sought financial planning services from...

I recently sought financial planning services from Leonard Financial Group and I couldn't be happier with the results. Their team delivered outstanding service and provided me with a comprehensive financial plan. I'm confident in my financial future thanks to their expertise and guidance. I highly recommend them.

Sobre Leonard financial group

Leonard Financial Group: seu parceiro de confiança em planejamento financeiro fiduciário

Você está procurando um parceiro de planejamento financeiro confiável que possa ajudá-lo a atingir suas metas financeiras? Não procure mais, Leonard Financial Group, liderado por Jeff Leonard, CFP. Com anos de experiência no setor e um compromisso com os padrões fiduciários, nos dedicamos a fornecer aos nossos clientes recomendações personalizadas e fáceis de entender que podem ajudá-los a tomar decisões informadas sobre suas finanças.

No Leonard Financial Group, entendemos que cada cliente tem necessidades e objetivos únicos. É por isso que reservamos um tempo para conhecer cada um de nossos clientes em um nível pessoal antes de criar um plano financeiro personalizado que seja adaptado especificamente à sua situação. Esteja você planejando a aposentadoria, economizando para a educação de seu filho ou procurando aumentar sua riqueza por meio de investimentos, temos o conhecimento e os recursos necessários para ajudá-lo a ter sucesso.

Nossa abordagem fiduciária significa que sempre colocamos os interesses de nossos clientes em primeiro lugar. Acreditamos na transparência e honestidade quando se trata de taxas e comissões para que não haja surpresas no futuro. Nosso objetivo não é apenas fornecer conselhos, mas também orientar nossos clientes em todas as etapas da implementação de seu plano, para que se sintam confiantes em relação ao futuro financeiro.

Localizado em Melbourne, Flórida, na Space Coast, o Leonard Financial Group atende indivíduos e famílias em todo o Condado de Brevard com serviços abrangentes de planejamento financeiro. Nossa equipe é formada por profissionais experientes e apaixonados por ajudar as pessoas a realizarem seus sonhos por meio de boas práticas de gestão financeira.

Oferecemos uma ampla gama de serviços, incluindo planejamento de aposentadoria, gestão de investimentos, estratégias de planejamento tributário, bem como soluções de planejamento imobiliário projetadas especificamente para as necessidades exclusivas de cada cliente. Também fornecemos suporte contínuo ao longo do ano para que nossos clientes possam permanecer no caminho certo para alcançar seus objetivos de longo prazo.

No Leonard Financial Group, acreditamos em capacitar nossos clientes com conhecimento para que possam tomar decisões informadas sobre suas finanças com confiança. É por isso que oferecemos recursos educacionais, como seminários e workshops, para ajudar nossos clientes a se manterem atualizados sobre as últimas tendências e estratégias financeiras.

Em conclusão, se você está procurando um parceiro confiável em planejamento financeiro fiduciário, não procure mais do que Leonard Financial Group. Com nossa abordagem personalizada e compromisso com a transparência, podemos ajudá-lo a atingir suas metas financeiras e garantir seu futuro. Entre em contato conosco hoje para agendar uma consulta com um de nossos profissionais experientes!

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