Lawrence N. Leitch

Further information about Lawrence N. Leitch:

Investments, taxes, insurance, estate planning: the list of financial concerns and considerations facing you today is seemingly endless. And there are no easy answers. We are in the business of helping our clients meet all their financial challenges. We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success. Acting as our client's "Personal CFO" is the difference between SFG and other financial planning organizations.

The LPL registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL AZ CA CO CT DC DE FL GA IL KS MA MD ME MT NC NJ NM NY OH PA RI SC TN TX UT VA VI VT WA WV WY.

Securities offered by LPL Financial. Member FINRA/SIPC

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Series 7
Series 24
Series 31
Series 51
Series 63
Series 65
CLU
ChFC
Life & Health Insurance licenses

Education:

Bachelors of Science, Indiana University of PA, 1986 Finance with Economics & Accounting minors

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Further information about Synergy Financial Group:

(Size of firm: 10-49 advisors)

Synergy Financial Group (SFG) provides financial services to corporations, business owners and individual clients. Our current partners, Stephen M. Spurrier and Lawrence N. Leitch, CLU ChFC, established our firm in 2004. Both Steve and Larry have been in the financial services field since the mid 1980's.

They offer securities through LPL Financial.