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Unbiased, Sound, Objective, & Comprehensive Financial Advice

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Successful Planning for Successful People

The Leonard Financial Group, LLC is a professional financial planning firm in Southern California that provides expert objective advice and comprehensive financial services. We want you to take action toward your financial success. Our experienced advisors work with your individual situation to set goals and help you achieve them. We utilize a client-centered approach based on trust and cooperation. We’re here to help you achieve your ultimate investment ambitions. Our team is committed to helping clients achieve financial freedom and independence so they can start living their ideal lives.

Our Services
Financial Planning
Money Management
Investment Management
Wealth Management
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Take Charge of Your Financial Future

Investing in your financial well-being means also investing in a better financial future. Building financial independence starts with detailed planning. Our advisors provide direction and structure to your financial future with streamlined planning, scheduled reports, and extensive advice. We help you create and maintain a realistic income strategy through objective guidance and expert solutions. We strive to help our clients reach their goals, learn strategies, and develop habits that promote financial well-being now and in the future.

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Custom Tailored Solutions for Every Client

Our personal finance or investment plan is individually curated to fit each client’s specific needs, goals, and values. We focus on helping individuals reach their ultimate goals through a unique, individualized process. We get to know you and your personal values through a continuous money management relationship. This allows us to help you reach your financial goals in a way that prioritizes your needs and desires rather than dictating your actions. We promote client autonomy and proactivity by making you a part of the process.

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Professional Investment Services From Industry Experts

We strive to get you where you want to be. Our team of qualified professionals provides valuable advice and ongoing assistance to meet your investment goals. Our staff is here to support you from the initial consultation to completing your goals and beyond. We monitor performance continually and evaluate your investment preferences to keep you on track and assist you with the investment process. We implement a unique strategy policy that includes diversification and implementation strategies to help you meet all your objectives.

Get in Touch

The Leonard Financial Group, LLC

Address
6820 Indiana Ave, Suite 230
Riverside, CA 92506

Phone
951-781-7320

Hours of Operation
Monday – Friday: 8:00 AM – 5:00 PM

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