Anthony M. Leonardi, MBA, CFP? is a well known financial educator in Tarrytown, NY. He is specializes in educating retirees and those about to retire, who want to preserve their assets and help ensure that their money lasts. Anthony has counseled hundreds of seniors across the nation, including retires of many large corporations in tax reduction strategies and methods to help increase retirement income.
Anthony has published articles in the Family Business Magazine, Fairfield County Medical Journal, as well as several local newspapers on Estate Planning and Retirement Planning and has taught the Financial Strategies for Successful Retirement and Successful Money Management classes throughout Westchester and Fairfield counties.
Anthony has 2 children, Tony and Mark, and lives in the Fairfield county area.
|Investment Types:||Real Estate , International Investments , Stocks Mutual Funds , Bond Mutual Funds , Alternative Investments , Annuities , Bonds , Stocks|
|Assets Managed by Firm:||Yes|
|Compensation & Fees|
|Fee % Based on Assets:||1|
|Additional Details on Charges:||
Our core offerings are designed to help you grow, protect and transfer your wealth.
?Investment Planning & Fee-Based Asset Management Programs
?Financial & Estate Planning
?Asset Protection Planning
?Philanthropic Advisory Services
All planning is done on a flat fee basis. Fees vary depending on the complexity of the individual situation.
Investment Management is charged on a Percentage of Assets basis.