Wealth Link, a division of Leonard & company

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Wealth Link, a division of Leonard & company

1450 W. Long lake Rd. Ste. 150
Troy
MI 48098
Phone: (800) 647-4440

Category: Certified Financial Planners
Website: http://www.wealthlinkllc.com
Email: moc.ynapmocdnadranoel@illerumd

Company representatives

Diana Murelli, Co-owner/ Wealth Planner
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.


Rating

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