Leverage Financial Advisory

www.leverageadvisory.com

Leverage Financial Advisory is a firm created to help ambitious families and professionals organize their financial lives, invest their savings, and reach their goals. Today's technology has made investing in the stock market both easily accessible and inexpensive, but if you've never opened a brokerage account or an IRA on your own, you don't know where to start or who to trust. Leverage solves that problem. We set up all of your accounts with you, manage your investments, and work with you to create a customized financial plan. Our process is 100% electronic and we only work with a select group of clients to ensure the highest levels of customer service. Leverage Financial Advisory is a fiduciary investment advisory firm, which by law requires Leverage advisors to put the interests of their clients ahead of their own. Leverage advisors are "Fee-Only", which means they are only compensated through their transparent advisory fees. They do not receive any commissions for the recommendations they provide. Notes: All investing is subject to risk, including the possible loss of the money you invest. Past performance is not indicative of future results. Posts are not recommendations. Diversification does not ensure a profit or protect against a loss. Consult with your financial advisor before making any investment decisions. Advisory services are provided by Leverage Financial Advisory, LLC, a Registered Investment Advisor. For media disclosure information please visit: https://leverageadvisory.com/media-disclosures Please note that current regulatory policy does not allow us to receive endorsements of Skills & Expertise pertaining to Leverage Financial Advisory. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of our advisors, our services or the performance of your accounts. Thank you!

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Leverage Financial Advisory is a firm created to help ambitious families and professionals organize their financial lives, invest their savings, and reach their goals. Today's technology has made investing in the stock market both easily accessible and inexpensive, but if you've never opened a brokerage account or an IRA on your own, you don't know where to start or who to trust. Leverage solves that problem. We set up all of your accounts with you, manage your investments, and work with you to create a customized financial plan. Our process is 100% electronic and we only work with a select group of clients to ensure the highest levels of customer service. Leverage Financial Advisory is a fiduciary investment advisory firm, which by law requires Leverage advisors to put the interests of their clients ahead of their own. Leverage advisors are "Fee-Only", which means they are only compensated through their transparent advisory fees. They do not receive any commissions for the recommendations they provide. Notes: All investing is subject to risk, including the possible loss of the money you invest. Past performance is not indicative of future results. Posts are not recommendations. Diversification does not ensure a profit or protect against a loss. Consult with your financial advisor before making any investment decisions. Advisory services are provided by Leverage Financial Advisory, LLC, a Registered Investment Advisor. For media disclosure information please visit: https://leverageadvisory.com/media-disclosures Please note that current regulatory policy does not allow us to receive endorsements of Skills & Expertise pertaining to Leverage Financial Advisory. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of our advisors, our services or the performance of your accounts. Thank you!

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Country

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State

Massachusetts

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City (Headquarters)

Woburn

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Employees

1-10

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Founded

2018

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Social

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Potential Decision Makers

  • Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Director Corporate Development

    Email ****** @****.com
    Phone (***) ****-****
  • Fee - Only Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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