Leonard Financial Group

Closed
2955 Pineda Plaza Way Ste 126
Melbourne, FL 32940

Leonard Financial Group, based in Melbourne, FL, is a registered investment advisor dedicated to providing fiduciary financial planning services tailored to the unique needs of its clients. Led by Certified Financial Planner Jeffrey M. Leonard, the firm emphasizes a fee-for-service model that prioritizes clients' best interests, focusing on comprehensive financial planning rather than merely selling products.

The experienced team at Leonard Financial Group offers a range of services, including wealth management, risk assessment, and tax-efficient estate planning strategies. Committed to excellence, the firm strives to build lasting relationships with clients by understanding their individual goals and helping them achieve financial success through personalized financial roadmaps.

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