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Leonard Financial Group is a Registered Investment Advisor Firm. We help our clients achieve their At Leonard Financial Group, "Our Focus is You."

Jeff Leonard is a CERTIFIED FINANCIAL PLANNER� professional, Managing Principal and Investment Adviser Representative at Leonard Financial Group, a Registered Investment Adviser Firm. Knowing “What you want your money to do for you?” is a question we will help you answer to put the plan in place to achieve your needs, goals and dreams. We focus on your lifestyle and financial needs and offer our

fiduciary investment services when building your financial plan.
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Investment Advisory Services offered through Bay Colony Advisors, a Securities and Exchange Commission Registered Investment Advisor.
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Investment advisory services offered by Bay Colony Advisors, a registered investment advisor. No Advice may be rendered by Bay Colony Advisors, d/b/a Leonard Financial Group unless a client service agreement is in place. Bay Colony Advisors does not provide accounting, tax, or legal advice. Insurance is offered separately by Seniors Financial Planning, Inc. as an independent insurance agency. Bay Colony Advisors does not supervise the insurance activities of Leonard Financial Group or Seniors Financial Planning, Inc. Principal Office: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742. Phone: 978-369-7200. Please visit our website http://www.leonardfinancialgroup.com for important disclosures.

01/15/2024

Today we celebrate & honor Dr. Martin Luther King, Jr. and his legacy 🇺🇸

01/12/2024

A comprehensive small business estate plan ensures your company is passed to your family, or whomever you choose, in exactly the way you desire after your death. At Leonard Financial Group, we’ll help you create a plan that works with your personal estate plan to ensure the transition and outcome is as seamless as possible for your family, employees, and partners.

Contact us today to schedule a no obligation introductory meeting, or just to ask a question! Call 321-259-6239 or learn more about our services easily online: www.leonardfinancialgroup.com

01/10/2024

If you plan to retire this year or your retirement is just around the corner then you probably have plenty of questions on your mind – like, what’s next for your finances? Or will you have enough money to live the life you want in retirement when you’re no longer earning a salary?

At Leonard Financial Group, we’re here to help. Together, we can address all your retirement questions and work with you to build a personal retirement strategy around your goals, your comfort with risk and your lifestyle.

If your countdown to retirement is underway – Contact us today! Call (321) 259-6239 or learn more about our services easily online: www.leonardfinancialgroup.com

01/08/2024

If you got off track last year, let us help you develop a realistic financial plan for the future!

Be at ease with your financial decisions and contact us today to schedule a no obligation introductory meeting, or just to ask a question! Call 321-259-6239 or learn more about our services easily online: www.leonardfinancialgroup.com

01/05/2024

Are you new to investing and not sure where to start? There are a lot of people that tend to shy away from investing because of fear or lack of knowledge. Taking into consideration your current situation, risk tolerance and future needs, Leonard Financial Group can help you develop and implement a financial plan to grow and protect your assets while minimizing risk.

If you have questions about investing or don’t know where to start, contact us today to get started. Meeting each other is an important first step in learning more about how we can help you reach your financial goals! Call: 321-259-6239 or Learn more about our services easily online: www.leonardfinancialgroup.com

01/03/2024

Getting financially fit is one of the most common resolutions people make each year - and with the new year already here, now is a good time to create a plan to take control of your financial health.

If you’re ready to get financially fit this year, we can help you understand your current financial reality and work with you to create attainable short- and long-term goals for your future! Contact us today at 321-259-6239 or learn more about our services easily online: www.leonardfinancialgroup.com

01/02/2024

Wishing you a joyous and healthy 2024!

12/27/2023

If you haven’t contributed funds to an Individual Retirement Account (IRA) for 2023, or if you’ve put in less than the maximum allowed, now is the time to do so. Each dollar you contribute to your IRA now means being $1 closer to living a comfortable retirement. There are benefits and downsides to both traditional and Roth IRAs, so it’s important that you carefully consider which type is best for you and your family.

The end of the year is the perfect opportunity to make sure your retirement savings goals are on track. If you have questions on how to maximize your savings - call us today at 321-259-6239 to schedule a no obligation introductory meeting, or just to ask a question! Learn more about our services easily online: www.leonardfinancialgroup.com

12/25/2023

Wishing you all a very joyous Christmas 🎄

12/22/2023

As the holidays grow closer, many begin to think about year-end charitable giving. It’s important to know how your charitable contributions can impact your financial plan. Being strategic and intentional with your charitable contributions can create tax benefits for both you and your chosen charity.

A financial professional can help you give wisely as the year comes to a close. Contact us today to schedule a no obligation introductory meeting, or just to ask a question! Call 321-259-6239 or learn more about our services easily online.

Address

2955 Pineda Plaza Way, Suite 126
Melbourne, FL
32940

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.leonardfinancialgroup.com/

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Our Story

Jeff Leonard is a CERTIFIED FINANCIAL PLANNER(TM) Professional, Managing Principal and Investment Adviser Representative at Leonard Financial Group, a Registered Investment Adviser Firm. At Leonard Financial Group, "Our Sole Focus is You." Knowing “What you want your money to do for you?” is a question we will help you answer to put the plan in place to achieve your needs, goals and dreams. We focus on your lifestyle and financial needs and offer our fiduciary investment services when building your financial plan. ---------------------------------------------- Seniors Financial Planning Asset Management, LLC d/b/a Leonard Financial Group ("Leonard Financial") is a registered investment advisor located in the State of Florida. Leonard Financial provides investment advisory and related services for clients nationally. Leonard Financial will maintain all applicable registration and licenses as required by the various states in which Leonard Financial conducts business, as applicable. Leonard Financialrenders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website http://www.leonardfinancialgroup.com for important disclosures.