Leonard Advisory Group 720 State Street, St. Joseph, MI 49085

Leonard Advisory Group is a finance institution located at 720 State Street in St. Joseph, Michigan, United States. At Leonard Advisory Group, we specialize in helping individuals create retirement strategies that align with their unique goals and needs. Our team will work with you to develop a custom strategy to help you achieve your ideal retirement lifestyle.

We offer a Complete Planning Review to analyze your current financial situation and determine your retirement needs. Our goal is to provide you with a personalized strategy that will help you reach your retirement goals. We also offer informational seminars on retirement income strategies and wealth management.

Our independent financial services firm offers a variety of investment and insurance products to help you create a retirement plan that suits your individual objectives. Investment Advisory Services are offered through Leonard Advisory Group, LLC, while insurance products and services are offered and sold through licensed agents Joshua Leonard and William Leonard.

Please note that investments involve risk, and it is important to consult with a qualified financial adviser before making any decisions. Our website and information are provided for guidance purposes only and do not constitute investment, tax, or legal advice.

For more information about our products and services, or to schedule a meeting or attend a seminar, please contact us at our St. Joseph location or our branch in Pittsburgh, Pennsylvania. Let Leonard Advisory Group help you build a financial strategy that will support your retirement goals.