Dennis J. Leone & Associates

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Dennis J. Leone & Associates
Team photo for Dennis J. Leone & Associates

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Advisors

Advisor photo for Jeffrey Leone

Jeffrey Leone

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Jeffrey Leone's website


Team

Emily Gomez

Emily Gomez

Paraplanner

Qualifications

  • SIE

  • Series 7

  • Series 66

  • CT Life, Health, & Accident Insurance License

  • Bachelor's of Science in Finance from the University of Connecticut

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