Jean Leonard Wealth Management
Financial Services - , ,
Jean Leonard Wealth Management Employees
Jean Leonard Wealth Management Details
We develop trusting, long-term relationships by offering a proven combination of local, personalized attention and insightful wealth advisory services. Our one-on-one discovery process will help you to define your family's financial needs and aspirations. After compiling a checklist of your entire financial picture, we can then establish a plan of action and continue to review progress toward your goal, adjusting our strategy to help you adapt to economic trends and life changes for the long run. As your financial advisors, we work to protect your portfolio by addressing volatility and managing risk through diversifying your investments. We ensure a comprehensive view of your finances by coordinating with tax and other professionals as needed. If you've been presented with new opportunities or have experienced a personal crisis that has affected your financial situation, we offer you the opportunity to talk to someone who understands. Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA & SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Jean Leonard Wealth Management and Cambridge are not affiliated. The registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, FL, IL, NJ, NY, PA, SC, WI
