Leonard Wealth Management, LLC, A Registered Investment Advisor
312 East Water Street, Lincolnton, NC 28092
About the Business
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Leonard Wealth Management, LLC is a registered investment advisor located at 312 East Water Street in Lincolnton, North Carolina. Our team of financial experts provide personalized investment advice and services to help clients achieve their financial goals. We are registered to conduct business in various states and strive to educate our clients on the risks and opportunities associated with investments. In addition to investment advisory services, we also offer insurance services through our affiliated company, Leonard Insurance Advisors, LLC. Our goal is to help clients make informed decisions about their finances and secure their financial future. Please consult with a qualified financial adviser or tax professional before making any investment decisions.
Photos
Location & Phone number
312 E Water St, Lincolnton, NC 28092, United States
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 4:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I remember asking my husband, Harold, what I would do about our investments and finances, before he passed away. He said Cain would take care of me. And he has done just that! He has always made time for meetings and answered all of my questions! He is very knowledgeable in all aspects of finances and healthcare information. Thanks for all you have done for me, now and in the future! Bonnie McCumber"
"Leonard wealth Management helped me tremendously!! Very knowledgeable about current investments. Cain’s team is always positive and willing to answer questions you may have. So very happy to have them as my wealth management team!!!"
"Cain is very good at what he does. As a financial planner, he is very thorough. He gives 100% when meeting with his clients."
"Cain was very instrumental in helping me and my family with planning for our financial future. He helped me create a financial plan which has given me confidence that I will be well-prepared for my retirement. He also helped me organize my financial world so that I can have quick and easy access to my financial, legal, and healthcare information which has simplified my life. I definitely sleep easier at night knowing that I am prepared for the future. Wish I had done this years ago! Deirdre H. Nachamie Attorney-at-Law"
"My husband and I were searching for financial education for newlyweds. Cain is the first advisor that would actually talk to us! He is teaching us how to manage the resources we have, how to plan for the future, and all the "adulting" info we didn't know we needed. (Wills, beneficiaries, insurance, etc) We so appreciate his knowledge. He's also just a really nice guy! I would definitely recommend Cain Leonard to any young couple looking for guidance to get started!"
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- Health Insurance Companies
- Financial Consulting
- Financial Advisor
- Hospital
- Audit & Consulting
- 401K Planning
- Bond Investing
- Compound Interest
- Estate Planning
- Federal Tax Planning
- Financial Planning
- Financial Planning For Retirees
- Financial Planning For Women
- Generational Wealth
- Inheritance Planning
- Insurance Services
- Investing In Stocks
- Investment Advice
- Investment Returns
- Investment Risk Management
- Investment Strategies
- Investments
- Ira Planning
- Legacy Planning
- Long Term Investing
- Mutual Funds
- Portfolio Diversification
- Registered Investment Advisor
- Retirement Income
- Retirement Planning
- State Tax Compliance
- Tax Deferral Strategies
- Wealth Management
- Wealth Transfer
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