Leverage Financial Advisory

Category: Financial planner

Address: 400 Tradecenter Dr Suite 5900, Woburn, MA 01801, USA

Phone: +16173561852

Opening hours

Sunday: Closed

Monday: 8AM–8PM

Tuesday: 8AM–8PM

Wednesday: 8AM–8PM

Thursday: 8AM–8PM

Friday: 8AM–8PM

Saturday: Closed

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Questions & Answers

Am I able to text my financial advisor?

Leverage Financial Advisory | Jul 31, 2022

Yes! This is one area that we feel differentiates us from our competitors. Clients will never wait on hold, be transferred multiple times, or be unable to reach us outside of normal business hours. We are available anytime, by text, phone call, or email - nights, weekends and holidays.

Do you meet with clients virtually or in-person?

Leverage Financial Advisory | Jul 31, 2022

We do both! Whatever the client prefers. We can meet virtually over Zoom, in our office in Woburn, or we are happy to go to clients homes or offices during the workday.

Do you provide retirement planning?

Leverage Financial Advisory | Jul 31, 2022

Yes! We provide 401K management, IRA and Roth IRA setup and investment management, and we work with you to create an investment portfolio that meets your needs and risk tolerance.

Do you have an investment minimum?

Leverage Financial Advisory | Jul 31, 2022

No we do not! You can start investing with us with as much or as little as you want.

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