Leonard Management Group

YHB Investment Advisors was founded in 1989 to offer client-centric investment management services for both individuals and institutions. As fiduciaries, we are legally bound to provide advice and guidance that we believe will be best for you and your financial needs. Established as an independent registered investment advisor, we have greater latitude to utilize an array of financial solutions to meet each person’s needs. With a long-term investor mindset, our strategies and portfolios are built around individual stocks and bonds offering a transparent investment approach. YHB was created to help individuals, families, and organizations build wealth and establish paths to share that wealth with future generations.

Creative Funding Corporation is an independently owned wealth management company based in Bloomfield, Connecticut, focused on helping clients achieve their unique financial goals through tailored investment consulting. Established in 1985, the firm prioritizes offering high-quality institutional investments with a commitment to minimizing risk for more conservative investors. The company emphasizes personalized wealth management, ensuring clients receive the best advice and services at competitive prices. Their dedicated team provides ongoing support and guidance, reinforcing their mission to protect clients' wealth and assets while addressing all concerns, no matter how small. Generated from the website