Leonard B. Comberiate is a reputable financial expert with over 20 years of experience in the industry. He provides personalized financial advice to individuals, families, businesses, and non-profit organizations based on their unique needs and goals. With a deep understanding of the financial market and a commitment to keeping up with the latest trends and strategies, he helps his clients manage their wealth and plan for their future.
COMBERIATE, LEONARD B. offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. He believes in transparent and fair compensation, charging a fee based on a percentage of assets under management. As a fiduciary, he always prioritizes his clients' best interests and has a clean record with no regulatory actions or disciplinary incidents.
With a degree in finance and multiple certifications in financial planning, COMBERIATE, LEONARD B. has a strong educational background. He continues to expand his knowledge and expertise to better serve his clients, and strives to build long-lasting relationships based on trust, integrity, and results. With $50 million in assets under management, a team of 5 advisors, and a 20-year track record, he has become a trusted advisor to many individuals and businesses in the finance industry.