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Karen T Leonard - Financial Advisor in New Hartford, CT

Karen T Leonard

Financial Advisor

5.0
(2)
With over two decades of experience in banking and insurance, I've dedicated 23 years to Edward Jones. My aim is to simplify your financial journey, providing exceptional service alongside my team. Collaborating with professionals like CPAs...... Show More
Location & Business Hours
Friday
08:30AM to 05:00PM
Saturday
closed
Sunday
closed
Overall Ratings
5.0
(2)
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Reviews from Web
  • 5.0
    google
    J
    Justin B
    Posted on May 13th, 2021 12:00 AM
    Karen T Leonard has received a review with 5 star rating from Justin Batta
  • 5.0
    google
    F
    Franzchise
    Posted on May 13th, 2020 12:00 AM
    Karen T Leonard has received a review with 5 star rating from Franzchise None
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    About
    With over two decades of experience in banking and insurance, I've dedicated 23 years to Edward Jones. My aim is to simplify your financial journey, providing exceptional service alongside my team. Collaborating with professionals like CPAs, attorneys and real estate agents, we streamline approaches to help you reach your goals. As a financial advisor, building relationships is the most rewarding aspect – I'm here to listen to your unique story.Holding a bachelor's degree from the University of Connecticut, I'm an avid Husky fan and actively engage in various local organizations.At Edward Jones, I've volunteered as a mentor and field trainer, becoming a limited partner early in my career. Grateful for the opportunity to assist clients in 20 licensed states, I focus on retirement, income, education, estate considerations and insurance. If these resonate with you, feel free to reach out – we appreciate the chance to help.
    Specialities
    Wealth Strategies
    Retirement Savings Strategies
    College Savings
    Business Retirement Plans
    Estate & Legacy Strategies
    Insurance & Annuities
    55
    /850
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    FAQs
    Here are some Frequently Asked Questions about Karen T Leonard
    What organization is Karen T Leonard associated with?
    Karen T Leonard is associated with Edward Jones.
    What is Karen T Leonard’s work email address?
    Karen T Leonard’s professional email address is k***********d@e**********.com. You can also email Karen T Leonard by clicking on the contact Karen T Leonard.
    Where is Karen T Leonard based out of?
    Karen T Leonard’s primary location is New Hartford, CT.
    What is Karen T Leonard's phone number?
    Karen T Leonard's phone number is (860) 379-2990
    What is Karen T Leonard's title??
    Karen T Leonard is a Financial Advisor.