Client TIPS Center - Leonard Advisory Group

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Client TIPS Center

About Us
- Meet the Team
- In the Community
What We Do
Our Insights
Our Events
- Client Events
- Educational Events

About Us
- Meet the Team
- In the Community
What We Do
Our Insights
Our Events
- Client Events
- Educational Events

Home
Meet the Team
In the Community
What We Do
Our Insights
Client Events
Educational Events
Client TIPS Center

Home
Meet the Team
In the Community
What We Do
Our Insights
Client Events
Educational Events
Client TIPS Center

Client Tips Portal

Investment Portals:

eWealthManager - AssetMark

529 Plans (no link)

Insurance Portals:

American Equity

Guaranty Income

Pacific Guardian

Protective Life

Security Benefit

Standard Insurance

team@leonardadvisorygroup.com
412-998-7526
412-430-0249

Home
About Us
What We Do
Our Insights
Client Events
Educational Events
Client TIPS Center
Contact Us

Home
About Us
What We Do
Our Insights
Client Events
Educational Events
Client TIPS Center
Contact Us

Locations:

720 State St Saint Joseph, MI 49085
180 Swinderman Road Suite 400 Wexford, PA 15090

Part 2A of Form ADV - Leonard Advisory Group, LLC

Part 2B of Form ADV - Peter Belcastro

Part 2B of Form ADV - Angela Ferrante

Part 2B of Form ADV - Joshua Leonard

Investment Advisory Services are offered through Leonard Advisory Group, LLC (“Leonard Advisory Group”), a registered investment adviser. Insurance products and services are offered and sold through Protect with Intent, LLC, an insurance agency. Insurance products may be offered and sold by individually licensed and appointed agents of Protect with Intent, LLC.

There are no warranties implied.

Leonard Advisory Group, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. The information on this website is limited to the dissemination of general information about Leonard Advisory Group’s advisory services, along with access to additional investment-related resources, publications, and links.

This website should not be construed by any consumer or prospective client as a solicitation or attempt to effect transactions in securities or to render personalized investment advice for compensation. Any follow-up or individualized communication from Leonard Advisory Group will be conducted by an investment adviser representative who is properly registered, licensed, or exempt from registration in the state where the prospective client resides.

A current copy of Leonard Advisory Group’s written disclosure brochure — which includes information about our business operations, services, and fees — is available upon request or at the SEC’s Investment Adviser Public Disclosure website: www.adviserinfo.sec.gov.

Leonard Advisory Group, LLC does not guarantee the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party and assumes no liability for such content. Any third-party information or links are provided solely for convenience and informational purposes.

The information contained on this website is provided for informational and educational purposes only and does not constitute investment, tax, or legal advice. Investing involves risk, including the possible loss of principal. No investment strategy can guarantee profit or protect against loss in periods of market decline. Always consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this website.

Insurance products and services are offered exclusively through Protect with Intent, LLC, an insurance agency. Insurance products may be offered and sold only by individually licensed and appointed agents.

Any references to protection benefits, lifetime income, or reliability relate solely to fixed insurance products, not to securities or investment advisory accounts. Annuity guarantees are backed exclusively by the financial strength and claims-paying ability of the issuing insurance company.

Annuities are insurance products and may be subject to fees, charges, and surrender periods that vary by carrier and product. Annuities are not FDIC insured, not bank guaranteed, and not insured by any federal government agency.

Information or opinions provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Such material is provided solely for informational purposes and should not be relied upon as the sole basis for any financial decision. Any product, strategy, or concept referenced may not be suitable for all investors and should be evaluated in light of an individual’s specific financial situation and objectives.

Copyright – All Rights Reserved. Leonard Advisory Group, LLC and Protect with Intent, LLC.”