Josh Leonard Email & Phone Number

I have been working in the financial services industry unofficially since I was in Middle School when I licked envelopes for my Dad's small practice. In High School I was taken to the tailor to be fitted into Dad's old suit and helped greet attendees of public workshops. During College I interred briefly at a mutual insurance company and after many discussions with my Dad I decided to join the family practice. After 10+ years working side by side with my Dad he is turning over the reins and transitioning into retirement. I look forward to continue to serve the individuals and families we have worked with for years and help new clients successfully transition into retirement. Disclaimers, disclosures, and other legal stuff:Leonard Advisory Group, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted.The opinions expressed herein are those of the firm and are subject to change without notice. The opinions referenced are as of the date of publication and are subject to change due to changes in the market or economic conditions and may not necessarily come to pass. Any opinions, projections, or forward-looking statements expressed herein are solely those of author, may differ from the views or opinions expressed by other areas of the firm, and are only for general informational purposes as of the date indicated.Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated.

Listed skills include Ira'S, Annuities, Iras, Strategic Financial Planning, and 11 others.