12 Customer Reviews
- Date
- Highest Rating
- Lowest Rating
Review from benjamin s
5 stars06/25/2024
I had an exceptional experience with Leonard Financial Solutions, and I can't recommend *** Leonard enough! From the moment I contacted him for life insurance, *** was incredibly attentive and knowledgeable. He goes above and beyond to ensure a seamless process, cutting through the red tape and handling all the details with ease.What sets *** apart is his dedication to his clients. He personally made calls and facilitated communications with third parties, ensuring everything was in order. His approach is never pushy or salesy; instead, he provides clear and concise information, helping you make informed decisions with confidence. I compared his rates and terms with a number of online life insurance offers and he had the best overall deal.If you're looking for top-notch service and a professional who genuinely cares about your needs, *** Leonard at Leonard Financial Solutions is the one to trust. Highly recommended!Review from Michael J
5 stars05/15/2024
My finances were a mess, it was a great source of stress for me until I was able to sit down with ******** and the team at Leonard Financial Solutions and they talked to me like an actual person without throwing all that technical jargon at me so I could understand, thanks LFS thanks to them Im Now looking to buy a house!Review from kristina s
5 stars10/18/2023
Leonard Financial Solutions are amazing financial planners! They recently helped our family understand which life insurance plan fits best for our needs. They are honest and upfront which made me instantly comfortable and at ease. In addition, they were extremely professional and knowledgeable. I was especially blown away by how attentive and responsive they were whenever I had a question or needed assistance with anything during the entire process. They were always so sincere and answered me promptly no matter how small or big the questions were. If anyone needs assistance with any future financial planning, I highly recommend Leonard Financial Solutions. Thank you for all your hard work and dedication to my family. You changed our lives for the better!Review from Alissa H
5 stars09/12/2023
It was a pleasure working with Leonard Financial Solutions again on selecting our life insurance. They are very knowledgeable, helpful, responsive, and follow up regularly. Highly recommend working with them.Review from Annette M
5 stars09/05/2023
Leonard Financial Solutions is an honest and trustworthy company to deal with. ******** was extremely knowledgeable and informative. He helped us to get the best coverage, at the lowest cost to meet our needs. We highly recommend him.Review from Dorothy F
5 stars09/05/2023
******** did a great job in every aspect of reviewing ******** and in providing insight into supplement policies. Can't imagine how I would have waded through all the variations without someone like ******** and his expertise. I plan to tell all my friends about him and his service.Review from Michael H
5 stars08/31/2023
It was a pleasure working with ********. He did an outstanding job helping my wife and I understand our insurance and retirement planning options. We look forward to working with ******** in the future and we would highly recommend him to others.Review from Randy S
5 stars08/30/2023
******** has all the tools you look for in a successful wealth advisor: expert knowledge, experience, relationship capital, great communication and a zest for helping his clients achieve their financial goals. ******** was instrumental in going to bat for us when multiple insurance companies did not want to insure my wife for a disability policy. He was able to put us in contact directly with decision makers and help us to plead our case. He was patient with the process and continued to follow up with us throughout every interaction. His approach to helping people secure and grow wealth is very unique and very tailored to helping you achieve even in uncertain times. I can't thank him enough for his help and i would strongly recommend anyone who is serious about adding a top quality person to their wealth team to give ******** a shot.Review from Danielle M
5 stars08/30/2023
******** Leonard helped my husband and I to get our life insurance policy. ******** was so amazing to work with. He took the time to explain our options and help us to find the policy that worked for us. We were so grateful for how informative he was, and how he went out of his way to check-in and to contact us with updates through each step of the process of applying and enrolling.Review from Matthew M
5 stars08/30/2023
I highly recommend ******** and Leonard Financial Solutions. His expertise and support in navigating financial services are commendable. He guided me through the process smoothly, explaining all the details and options available. With his help, I feel more secure about my familys financial future. I would highly recommend ******** Leonard for his excellent services.
Customer Review Rating
Average of 12 Customer Reviews
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