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Robert Leonardo

Financial Services Professional

Biography

Preparing for the next step in life isn’t always easy. My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

Focus Areas

  • Insurance Strategies
  • Business Owners
  • Retirement Income Planning
  • Retirement Strategies
  • Business Succession Planning
  • Risk Management Strategies

Languages

  • English

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck