Ledwith Financial Wealth Managment

www.ledwithfinancial.com

We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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We provide our clients with a high degree of personal attention and individualized services. We offer in-depth, values-based financial planning and we offer independent financial advice and services. We also give you the ability to consolidate and manage all of your financial records in one location, accessible 24/7 on-line. This empowers and greatly simplifies your financial life. What's important about money to you? Your answer to that question forms the basis for creating a comprehensive financial plan that is especially designed to support your lifestyle, reflect your values, and help you manage your personal financial goals. Your financial plan can incorporate wealth management, planning for retirement, investment strategies and risk assessment, portfolio diversification, and a range of other services all backed by the full resources of LPL Financial. At Ledwith Financial Wealth Management responsive service to our clients is our number one priority and our team will be happy to assist you with any questions you may have. Please feel free to call on us. The registered representatives are with and securities and Advisory services offered through LPL Financial, a registered investment advisor. Member SIPC (sipc.org). The financial professionals associated with Ledwith Financial Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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Country

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State

California

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City (Headquarters)

Morgan Hill

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Employees

1-10

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Potential Decision Makers

  • Founder / Chief Executive Officer

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  • Executive Coach and Organization Development Consultant

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    Phone (***) ****-****
  • Certified Financial Planner ( Tm )

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