Request a complementary meeting today to discuss how your financial future and the possible role of insurance and investments in your financial strategy!
We can help you regain control of your financial future. Click HERE to book a phone meeting ASAP!


It can be difficult to make financial decisions without access to information. We’re committed to helping you make informed decisions about your financial future.


At Leonard Advisory Group, we hold informational seminars and webinars for our clients and the greater community that feature information on various retirement topics. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

By attending a seminar, webinar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

Upcoming Events



"Taking Back Control of Your Financial Future" Webinar
Thursday July, 2nd 5:00pm
Click to Register



"Strategies to Optimize Your Social Security Benefits" Webinar
Thursday July, 9th 5:00pm
Click to Register



On Demand Events

"Putting Together the Pieces for Retirement Success" Webinar
Held Tuesday June 9, 2:00pm
Click to Register




"Taxes in Retirement" Webinar
Held Thursday June 11, 3:00pm
Click to Register


 


Did you miss a webinar?  Looking for a webinar we hosted in the past?  Email jleonard@leonardadvisorygroup.com to see if it is available on Demand.

Please call our office for upcoming dates in your area (412) 998-PLAN (7526)


 

Angela Ferrante is a registered representative with Securities offered though Center Street Securities, Inc. (CSS), a registered Broker/Dealer and member FINRA & SIPC. Angela Ferrante and Josh Leonard are Investment Advisor Representatives with Center Street Advisors, Inc. (CSA), an SEC registered Investment Advisor. Please be advised that presently, Angela Ferrante holds Series 6, 7, 24, 63, 65 licenses in PA and OH and Josh Leonard holds a Series 65 license in PA. For residents of other states in which registration is not held, proper licenses and registrations must be obtained before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. and Center Street Advisors, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. Center Street Securities, Inc. and Center Street Advisors, Inc. make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Leonard Advisory Group website and assume total responsibility and risk for your use of these sites.

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.