Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leo? Claim Your ProfileLeo Anthony Lavezza is a Certified Financial Planner® who has been in the financial industry since 2013. Currently, Leo Anthony Lavezza is a Registered Representative with Financial Consulate. Leo Anthony Lavezza is active in Maryland, Pennsylvania, and Texas. Leo Anthony Lavezza specializes in the following: Financial Planning, Pension Consulting, Portfolio Management for Businesses, Portfolio Management for Individuals, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, and Tax, Accounting & Estate Advisory.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax, accounting & estate advisory
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
08/18/2023 - Present
Financial Consulate (HUNT VALLEY MD)
Active
Inactive
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