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
- Website
- levertyfinancial.com
- Industry
- Financial Services
- Employees
- 7
- Founded
- 2002
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Holly Pizzi | Chief Compliance Officer - Director | River Falls, Wisconsin, United States |
Email
|
| Emma Kempfert | Executive Assistant | Hudson, Wisconsin, United States |
View
|
| Michael Leverty , Chfc®, Clu®, Cap®, Ricp® | We Work with Successful Executives |
View
|
|
| Josh Hawkins, Cfp®,chfc®,ricp®,cap®,wmcp®, Aep® | We Work with Successful Executives | Hudson, Wisconsin, United States |
View
|
Employees by Management Level
Associate / junior
4 profiles
Individual contributor
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 0 |
Compare Similar Companies to Leverty Financial Group
Northwestern Mutual
Financial Services
Americana Partners
Financial Services
Aaron Wealth Advisors
Financial Services
Unique Wealth
Financial Services
Broadview Financial Management, LLC
Financial Services
High Note Wealth
Financial Services
Centerline Wealth Advisors
Financial Services
Bridge & Branch Wealth Partners
Financial Services
Good Omen
Marketing Services
Keene Wealth Management
Financial Services