Leonard Wealth Management, LLC, A Registered Investment Advisor - Lincolnton, North Carolina

Address: 312 E Water St, Lincolnton, NC 28092.
Phone: 047357427.
Website: leonardwealth.net
Specialties: Financial planner, Insurance agency, Investment service.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible entrance, Restroom, Appointments recommended.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Leonard Wealth Management, LLC, A Registered Investment Advisor

Leonard Wealth Management, LLC, A Registered Investment Advisor 312 E Water St, Lincolnton, NC 28092

☎️047357427

⏰ Open Hours of Leonard Wealth Management, LLC, A Registered Investment Advisor

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–4 PM
Saturday: Closed
Sunday: Closed

Leonard Wealth Management, LLC: A Registered Investment Advisor

Located at 312 E Water St, Lincolnton, NC 28092, Leonard Wealth Management, LLC is a reputable financial services firm that specializes in providing comprehensive financial planning, insurance agency services, and investment solutions to individuals and businesses alike. With a strong commitment to client satisfaction and a deep understanding of the financial complexities that their clients face, the team at Leonard Wealth Management, LLC is well-equipped to help their clients achieve their long-term financial goals.

The firm's dedication to excellence is evident in their 5/5 average star rating based on 18 reviews from satisfied clients on Google My Business. Their approach is tailored to each client's unique needs, ensuring that they provide personalized and effective solutions that cater to their clients' financial well-being. Whether it's planning for retirement, managing investments, or securing insurance policies, Leonard Wealth Management, LLC offers a full range of services designed to meet the diverse needs of their clients.

In addition to their professional expertise, Leonard Wealth Management, LLC also prioritizes creating a welcoming and accessible environment for their clients. They offer wheelchair accessible parking, restrooms, and entrance, making it easy for individuals with disabilities to visit their office. Appointments are recommended, but walk-ins are also welcome.

One notable review highlights the firm's ability to navigate complex financial planning with ease and professionalism, stating that Cain did an excellent job of presenting information in an understandable and concise way. This focus on clear communication and personalized service is just one of the many reasons why Leonard Wealth Management, LLC has earned such high praise from their clients.

If you're looking for a trusted and knowledgeable financial advisor to help you navigate the complexities of your financial future, Leonard Wealth Management, LLC is an excellent choice. With their commitment to personalized service, professional expertise, and client satisfaction, they are well-positioned to assist you in achieving your financial goals.

Specialties:

Financial planner
Insurance agency
Investment service

Other points of interest:

Wheelchair accessible parking lot
Wheelchair accessible restroom
Wheelchair accessible entrance
Restroom
Appointments recommended

Contact information:
Address: 312 E Water St, Lincolnton, NC 28092
Phone: 047357427
Website: leonardwealth.net

👍 Reviews of Leonard Wealth Management, LLC, A Registered Investment Advisor

Leonard Wealth Management, LLC, A Registered Investment Advisor - Lincolnton, North Carolina

Brenda R.

5/5

Cain did an excellent job of navigating us through the often times confusing and misunderstood planning of our retirement future. Everything was presented in an understandable and and concise way. Our needs and best interest were always put first. Relaxing environment and friendly atmosphere. We recommend you see Cain today for your financial and insurance needs.

Caitlan R. K.

5/5

My husband and I were searching for financial education for newlyweds. Cain is the first advisor that would actually talk to us! He is teaching us how to manage the resources we have, how to plan for the future, and all the "adulting" info we didn't know we needed. (Wills, beneficiaries, insurance, etc) We so appreciate his knowledge. He's also just a really nice guy! I would definitely recommend Cain Leonard to any young couple looking for guidance to get started!

Deirdre N.

5/5

Cain was very instrumental in helping me and my family with planning for our financial future. He helped me create a financial plan which has given me confidence that I will be well-prepared for my retirement. He also helped me organize my financial world so that I can have quick and easy access to my financial, legal, and healthcare information which has simplified my life. I definitely sleep easier at night knowing that I am prepared for the future. Wish I had done this years ago!

Deirdre H. Nachamie
Attorney-at-Law

Eric N.

5/5

I am greatly appreciative of Mr. Leonard providing what seemed to be essentially a Masterclass in long--term financial and retirement planning. He went through numerous topics from what I envisioned my future retirement to look like, when I retire from my North Carolina local government position, to options for further investments, as well as how to approach Medicare when I turn 65.

Mr. Leonard provided exceptional financial advice to my father, now a retired physician which is why I know my retirement planning is in great hands.

Eric Nachamie, MPA

Harold M.

5/5

I remember asking my husband, Harold, what I would do about our investments and finances, before he passed away. He said Cain would take care of me. And he has done just that! He has always made time for meetings and answered all of my questions! He is very knowledgeable in all aspects of finances and healthcare information. Thanks for all you have done for me, now and in the future! Bonnie McCumber

sarah B.

5/5

Cain found the best and most affordable healthcare plan for my elderly parents. He is an excellent communicator and perfectly understands his clients’ needs. I’d recommend Cain to anyone seeking a cost-effective healthcare plan.

alison A.

5/5

Leonard wealth Management helped me tremendously!! Very knowledgeable about current investments. Cain’s team is always positive and willing to answer questions you may have. So very happy to have them as my wealth management team!!!

Lillian C.

5/5

If you or your parents need help deciding on a Medicare plan, see Cain at Leonard Wealth Management. He helps you choose the plan that is right for you. There are so many variables that you really need a professional to guide you. He was so very helpful and took his time explaining the different plans. Oh and the best part....there is no cost for his professional services assisting you in choosing a plan.