Leonard Levitch

Leonard Levitch

CFP®, BFA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

Background and qualification information is available at FINRA's BrokerCheck website.

Staying focused on tomorrow’s goals.

As a financial advisor, people may think I only work with money. But the most important part of my job is working with my clients and providing advice to help them reach their financial goals. What’s important to you is my priority. I’ll give you personalized financial advice to help make it through today’s challenges and stay focused on tomorrow’s goals. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Request a consultation

Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named to the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Kasch, Levitch, McAleer & Associates team. This achievement would not have been possible without you.

My videos

13 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)