Robert Leone Email & Phone Number

As a licensed financial professional in Boston, MA, I focus my practice on pre- and post-retirement needs, and the complex strategy process. I strive to provide clarity and control in mapping out my clients' future financial goals. Client service is the foundation of my practice, and I primarily work with individuals, families, and businesses in the northeast region of the United States. Services:✓ Examining Present Situation ✓ Employer Benefits Analysis✓ Retirement Planning Strategies✓ College Planning Strategies✓ Advanced Tax Strategies ✓ Estate Legacy Planning✓ Insurance Needs Analysis ✓ Repositioning Old Accounts ✓ PensionsInvestment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser.

Listed skills include Major Accounts.