Advisor photo for Leonard Levitch

Leonard Levitch

CFP®, BFA

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ professional
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I’m proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. I provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.
It’s my honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:
  • Understands me and shares my values
  • Investment ideas are knowledgeable, timely and tactical
  • Explains things in understandable terms
Ready to learn more about how I can help you? Schedule a complimentary consultation whenever it’s convenient for you.

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Honored to receive recognition

I’m excited to share that I’ve been named to the 2023 Forbes Best-in-State Wealth Advisors list. This list includes top advisors from across the industry who are committed to helping their clients stay focused on and achieve their long-term financial goals with confidence. Thank you to my clients for trusting me with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.