Robert Leoni
OnPath Financial, LLC
This advisor will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: No minimum required
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1997
Areas of expertise:
- Annuities
- Charitable and Planned Giving
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Portfolio Management
- Retirement Planning
- Securities
- Stocks and Bonds
- Tax Planning
Further information about Robert Leoni:
Bob Leoni specializes in transparency in advice. Building a trustworthy relationship through honesty and communication is what he values most. Bob transitioned from a large wirehouse in Chicago to gain independence from a limited product selection. Bob's expertise is in retirement, investment, and protection planning.
Compensation and Fee Structures:
Situational
Licenses, Certifications & Affiliations:
Series 7 and 66.
Securities and financial planning offered through LPL Financial. A Registered Investment Advisor. Member FINRA/SIPC.
Education:
Not specified
Will provide references upon request?
Yes
Further information about OnPath Financial, LLC:
(Size of firm: 0-9 advisors)
OnPath Financial is a fiercely independent firm powered by LPL Financial, the nation's largest independent firm. We are not tied to any products and are committed to providing expert, unbiased financial advice.
Contact Information for Robert Leoni
Phone: (630) 992-0726
Please support us by letting this advisor know you found them through Boomerater
Fax: (630) 584-8107
Address for Robert Leoni:
427 N Lombard Ave.
Oak Park, IL, 60302
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