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Plentisoft: Leonard Financial Solutions Introduces Innovative Retirement Planning Tool

Plentisoft: Leonard Financial Solutions Introduces Innovative Retirement Planning Tool
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Leonard Financial Solutions Introduces Innovative Retirement Planning Tool

Leonard Financial Solutions Introduces Innovative Retirement Planning Tool
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Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by the National Association of Plan Advisors

Grinkmeyer Leonard Financial Named as Top DC Advisor Teams by the National Association of Plan Advisors
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Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list.
BIRMINGHAM, Ala. (PRWEB)
April 09, 2021
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, is pleased to announce that it has been named to the National Association of Plan Advisors (NAPA) 2020 Top DC Advisor Teams list. The list was published in a recent NAPA Net Daily newsletter and online. Grinkmeyer Leonard Financial has been featured on the list for the fourth consecutive year and is one of only four firms in Alabama to be recognized. This year’s list includes advisors that are “having a huge impact every single day, n ....

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Valerie Leonard of Grinkmeyer Leonard Financial Honored in Forbes' Best-in-State Wealth Advisors List for 2021

Valerie Leonard of Grinkmeyer Leonard Financial Honored in Forbes’ Best-in-State Wealth Advisors List for 2021
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Grinkmeyer Leonard Financial is excited to announce that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Forbes’ “Best-in-State Wealth Advisor” list for 2021.
BIRMINGHAM, Ala. (PRWEB)
February 11, 2021
Grinkmeyer Leonard Financial, a financial advisory services firm in Birmingham, Alabama, today announces that its co-founder, Valerie R. Leonard, AIF®, CPFA, has been named to Forbes’ “Best-in-State Wealth Advisor” list for 2021. The list, published on http://www.forbes.com, was developed by SHOOK Research and evaluates each advisor on client retention, industry experience, review of compliance records, firm nominations, assets under management, and revenue generated. ....

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