Leonard Financial Solutions
About the Business
Leonard Financial Solutions is a finance institution located at 49 Revere Avenue in Moorestown, New Jersey, United States. Our team specializes in helping individuals and businesses grow their wealth, protect their assets, and transition into new ventures. We focus on providing guidance to seniors and retirees as they navigate the shift to Medicare and understand their coverage options.
With over 30 years of combined experience in the financial industry, our dedicated team, led by founder Jonathan Leonard, offers comprehensive fiduciary financial advisory services tailored to the unique needs and goals of pre-retirees and retirees. We believe in taking a holistic approach to financial planning, understanding that each individual's financial situation is different.
At Leonard Financial Solutions, we represent dozens of companies to provide our clients with the best solutions for their financial needs. Our innovative two-bucket strategy aims to optimize growth while protecting assets, helping clients navigate the complexities of retirement with confidence and peace of mind.
We are committed to helping our clients achieve their financial goals and build a secure future for themselves and their loved ones. Whether you are planning for retirement, saving for education, or navigating life's transitions, we are here to provide personalized guidance and support every step of the way.
Our goal is to provide expert financial advice without a high-pressure sales pitch, ensuring that our clients understand the pros and cons of each product and have the time they need to make informed decisions. If you are looking to take control of your financial future, schedule a consultation with Leonard Financial Solutions today and discover how we can help you achieve your financial goals with confidence.
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Location & Phone number
49 Revere Ave, Moorestown, NJ 08057, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"I highly recommend Jonathan and Leonard Financial Solutions. His expertise and support in navigating financial services are commendable. He guided me through the process smoothly, explaining all the details and options available. With his help, I feel more secure about my family's financial future. I would highly recommend Jonathan Leonard for his excellent services."
"Jonathan was very patient and explanatory in explaining Medicare options for me. He also had very good follow up in making sure I received all relevant information. I heard about his firm through a friend, and would not hesitate to recommend to others. Ed Halper, Basking Ridge, NJ"
"Jonathon is an amazing financial planner! He recently helped our family understand which life insurance plan fits best for our needs. He is honest and upfront which made me instantly comfortable and at ease. In addition, he is extremely professional and knowledgeable. I was especially blown away by how attentive and responsive he was whenever I had a question or needed assistance with anything during the entire process. He was always so sincere and answered me promptly no matter how small or big the questions were. If anyone needs assistance with any future financial planning, I highly recommend Jonathon. Thank you, Jonathon, for all your hard work and dedication to my family. You changed our lives for the better!"
"Jonathan was easy to work with, did all the research and gave us the best possible supplemental and prescription drug plans. He responded to emails and phone calls and answered all of our questions. We will revisit and consult him again when we need to renew or change a plan. I would highly recommend consulting him on all Medicare, Supplemental and prescription plans. Thank you Jonathan for all the time you spent with us!"
"Jonathan has all the tools you look for in a successful wealth advisor: expert knowledge, experience, relationship capital, great communication and a zest for helping his clients achieve their financial goals. Jonathan was instrumental in going to bat for us when multiple insurance companies did not want to insure my wife for a disability policy. He was able to put us in contact directly with decision makers and help us to plead our case. He was patient with the process and continued to follow up with us throughout every interaction. His approach to helping people secure and grow wealth is very unique and very tailored to helping you achieve even in uncertain times. I can't thank him enough for his help and i would strongly recommend anyone who is serious about adding a top quality person to their wealth team to give Jonathan a shot."
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