Wealth Link, a division of Leonard & company 1450 W. Long lake Rd. Ste. 150 Category: Certified Financial Planners
|
Company representatives
Phone: (800) 647-4440
Email: moc.ynapmocdnadranoel@illerumd
Chris Reid, Co-owner/Certified Financial Planner Professional
Phone: (800) 647-4440
Email: moc.ynapmocdnadranoel@dierc
Brian Milosevic, Business Development Director/Financial Consultant
Phone: (800) 647-4440
Email: moc.ynapmocdnadranoel@civesolimb
Scott Debbs, Financial Consultant
Phone: (800) 647-4440
Email: moc.ynapmocdnadranoel@sbbeds
April Steinhelper, Customer Service Assistant
Phone: (800) 647-4440
Email: moc.ynapmocdnadranoel@replehnietsa
Diana Murelli, CFP, ChFC,CLU
About Wealth Link, a division of Leonard & company
Your future is our business and it's personal!
Financial success depends on understanding the difference between working with a traditional financial services company and a team of aligned wealth managers.
We work with you to design the best strategic wealth plan to support your goals. We manage your risk as well as the return for your portfolio. Wealth Link coordinates a documented long term plan, sets the foundation based on your priorities, and strives to understand your objectives so they become ours.
The end result is your success and it's personal.
Products and Services
- Comprehensive Financial Plan
- Investment Management
Opening Hours
All meetings are set by appointment only. Call to discuss your options, and ask questions. Request a complimentary portfolio review by calling 1-800-647-4440 and asking for the Wealth Link team.
Business categories
- Tax Sheltered Investments
- Asset Management
Location Type
Headquarters
Employees
5 to 9
Years In Business
16
Additional information
Wealth Link is a division of Leonard & Company, an SEC Registered Investment Advisor and Broker/Dealer - Member FINRA / SIPC. Wealth Link is licensed to do business in Michigan and Florida.