Leverty Financial Group

Leverty Financial Group

Financial Services Hudson, Wisconsin, United States 7 employees
Employees
7
Contacts
1
Emails
1

Leverty Financial Group Overview

Headquarters
Hudson, Wisconsin, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
7
Founded
2002
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Leverty Financial Group

Our team of professionals provide a full-service approach to financial planning and wealth management for successful executives and those transitioning to retirement. With an office in Hudson, Wisconsin, Leverty Financial Group serves clients nationwide. Our client-centered approach yields long-term relationships built on trust, confidentiality and integrity. By understanding that our clients lead busy lives, we’ve developed a personalized wealth management process that streamlines their financial decision-making and brings clarity, purpose and confidence to their planning for the future. https://levertyfinancial.com/disclosures-linkedin/

Leverty Financial Group Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Leverty Financial Group Org Chart

Sample employees and titles
Name Title Contact
Holly Pizzi Chief Compliance Officer - Director
Email
Emma Kempfert Executive Assistant
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Michael Leverty , Chfc®, Clu®, Cap®, Ricp® We Work with Successful Executives
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Josh Hawkins, Cfp®,chfc®,ricp®,cap®,wmcp®, Aep® We Work with Successful Executives
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Employees by Management Level

Associate / junior 4 profiles
Individual contributor 2 profiles
Executive 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0

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