Leah Wheeler, MBA - Financial Advisor

Leah Wheeler, MBA - Financial Advisor Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser.

Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Kramer Wealth Strategies, LLC, 1970 St. Regis Blvd, Massena, NY 13662, (315) 769-0769

The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

Commonwealth Financial Network's Summit for Women was truly an experience that I will never forget. Leaving the summit w...
02/13/2026

Commonwealth Financial Network's Summit for Women was truly an experience that I will never forget. Leaving the summit with a head full of ideas and a heart full of inspiration. Grateful for every conversation, insight, and woman who shared their story.

Check out LPL's monthly client letter for September 2025. https://s3.amazonaws.com/static.contentres.com/media/documents...
09/08/2025

Check out LPL's monthly client letter for September 2025.https://s3.amazonaws.com/static.contentres.com/media/documents/f627f22d-ddcf-40dc-bbaa-317b8ecfc66f.pdf

Happy Labor Day! 🛠️ Today, we take a moment to recognize and appreciate the hard work of individuals across the nation. ...
09/01/2025

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best...
08/29/2025

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

Struggling to tackle student loan debt while planning for your future? Don't stress! Check out this video for strategie...
08/20/2025

Struggling to tackle student loan debt while planning for your future? Don't stress! Check out this video for strategies to balance debt reduction with securing your finances for the present and the future. Take charge of your financial journey today – reach out to a financial professional for personalized guidance! https://youtu.be/9YxXcQevaw4

The OBBB includes key updates like expanded child tax credits and new overtime tax exemptions. Want to learn more? Email...
08/14/2025

The OBBB includes key updates like expanded child tax credits and new overtime tax exemptions. Want to learn more? Email me at: [email protected]

Retirement might seem far off, but it's never too early to start planning! In fact, the earlier the better. In this vide...
08/12/2025

Retirement might seem far off, but it's never too early to start planning! In fact, the earlier the better. In this video, you'll learn how even small savings today can grow significantly through compounding interest, and how a financial professional can help you balance paying down debts with understanding your retirement plan options, and more. Ready to build a secure future? Watch now and take the first step toward smart investing and a brighter tomorrow! https://www.youtube.com/watch?v=jWoqFu8UuXo

Financial wellbeing is about so much more than your net worth—it’s about thriving in every aspect of life. That’s why Eq...
08/07/2025

Financial wellbeing is about so much more than your net worth—it’s about thriving in every aspect of life. That’s why Equitable Advisors takes a holistic approach to life planning. From nurturing meaningful relationships to making confident financial decisions, we’re here to help you grow at every stage of your journey. Watch the video to learn how we can build a plan that evolves with you. Contact me to get started.

https://www.youtube.com/watch?v=fpmnQBW8lbk

Your retirement might feel far-off and it's normal to be overwhelmed by planning. Watch this short video to learn how y...
07/29/2025

Your retirement might feel far-off and it's normal to be overwhelmed by planning. Watch this short video to learn how you can create a master spending plan to help you prepare for everyday expenses you’ll have in retirement, as well as bigger costs you might not be able to foresee. A trusted financial professional is the next step to help you prepare and feel confident in your long-term plans-reach out today! https://eqtble.co/3SpbsqS

Equitable Advisors has been recognized as one of the Top 10 firms on the Financial Planning IBD Elite 2024 study. We cou...
07/21/2025

Equitable Advisors has been recognized as one of the Top 10 firms on the Financial Planning IBD Elite 2024 study. We couldn't have reached this milestone without the trust and support of our valued clients and the hard work of our dedicated team.

Address

1970 St. Regis Boulevard
Massena, NY
13662

Telephone

+13154256339

Website

Alerts

Be the first to know and let us send you an email when Leah Wheeler, MBA - Financial Advisor posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Leah Wheeler, MBA - Financial Advisor:

Shortcuts

Share

Category