BBB Accredited Business Profile

Leonard Financial Group

Leonard Financial Group

(321) 259-6239

Leonard Financial Group

10 years in business

2955 Pineda Plaza Way Ste 126
Melbourne, FL 32940-7306

BBB File Opened: 9/26/2007
Business Started: 12/23/2006
Business Started Locally: 12/23/2006
Type of Entity
Limited Liability Corporation
Contact Information
  • Ms. Julie Leonard, Vice President of Operations
  • Principal: Mr. Jeffrey Leonard, Managing Partner
Business Category
  • Financial Planning Consultants
  • Insurance - Medicare Supplement
  • Insurance - Medicare Advantage Plans
  • Insurance - Life
  • Insurance - Long Term Care
  • Annuities
  • Insurance - Disability
  • Investment Advisory Service
  • Retirement Planning Service
  • Investment Management
  • Estate Planning & Management

Products & Services
This company offers senior financial planning.
Alternate Business Names
  • Seniors Financial Planning Asset Management Inc.
  • Seniors Financial Planning Inc.

Licensing, Bonding or Registration:  This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

A+

Overview

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Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

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BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Leonard Financial Group

Leonard Financial Group

BBB ACCREDITED SINCE 2/25/2008

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