Leonard Group Financial - Brockville, Ontario

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Adresse: 307, 9 Broad St, Brockville, ON K6V 6Z4, Canada.
Téléphone: 6133422555.
Site web: leonardgroup.ca
Spécialités: Planificateur financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 3 avis sur Google My Business.
Avis moyen: 4.7/5.

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☎️6133422555

Leonard Group Financial

Leonard Group Financial est une entreprise spécialisée dans le domaine de la planification financière. Situé à l'adresse 307, 9 Broad St, Brockville, ON K6V 6Z4, Canada, l'établissement est accessible en fauteuil roulant et dispose de parking et toilettes adaptés. En outre, les rendez-vous sont recommandés.

Spécialisé dans la planification financière, Leonard Group Financial propose un large éventail de services pour aider les clients à atteindre leurs objectifs financiers. Les services fournis peuvent inclure la gestion de l'épargne, la préparation fiscale, la planification des retraites et bien plus encore.

Le site web leonardgroup.ca donne accès à davantage d'informations sur l'entreprise, les services offerts et les ressources pour les clients. De plus, les avis clients sont disponibles sur Google My Business.

Depuis sa création, Leonard Group Financial a reçu 3 avis sur Google My Business. L'entreprise a reçu une note moyenne de 4.7/5.

👍 Avis de Leonard Group Financial

Leonard Group Financial - Brockville, Ontario

D S.

4/5

Established in 1989, Leonard Group Financial has evolved from a sole proprietorship to its present form as an incorporated wealth management company. Their highly qualified team of professionals has over 50 years of combined experience in the financial security planning industry.

They keep client information strictly confidential, and pride on the high level of service provided. Based in Eastern Ontario, the Leonard Group Financial team specializes in offering thoughtful, creative solutions to help individuals and business owners transform their financial destiny. The professionals have access to the expertise of product, tax and estate planning specialists.

For Individuals who want to strengthen their financial position…
Wealth accumulation and capital preservation, through comprehensive Financial Security Planning
Retirement planning and insurance analysis
Planning for post-secondary education
Risk management, to help ensure liabilities such as a disability or other health-related issues are appropriately addressed
Mortgage financing, to facilitate property ownership
Charitable giving (tithing) arrangements
Referrals to professionals to address other personal situations that may present a unique challenge to the success of your plans

Shane S.

5/5

I worked w Patrick Lindsay on a client. Client was very happy. Patrick was very easy to work with.

Xavier L.

5/5