Michael Leverty
CEO and Founder at Leverty Financial Group | United States
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Michael Leverty, as the CEO and Founder of Leverty Financial Group, has established a robust framework for guiding families through the complexities of financial planning. With a keen focus on the transitional phases of financial life, Michael’s expertise is particularly evident in retirement and estate planning. At Leverty Financial Group, an SEC-Registered Independent Wealth Management Firm, he leads a dedicated team that prioritizes clarity and transparency, ensuring clients feel confident in their financial decisions.
Under Michael's leadership, the firm has developed a comprehensive wealth management process that addresses the unique needs of clients as they navigate from their working years to retirement. This personalized approach not only encompasses retirement savings and asset allocation but also integrates crucial elements such as debt reduction and education funding. Michael understands that each client’s journey is distinct, and he emphasizes the importance of tailoring strategies that align with individual goals and lifestyles.
Key projects spearheaded by Michael include the implementation of innovative financial planning tools that streamline the management of 401(k) plans, life insurance, and disability insurance options. His commitment to fostering long-term relationships built on trust and integrity has positioned Leverty Financial Group as a leader in the industry. By prioritizing client education and engagement, Michael ensures that families are well-equipped to make informed decisions, ultimately leading to a seamless transition into retirement. With a focus on maintaining confidentiality and a client-centered approach, Michael Leverty continues to redefine the landscape of wealth management, making financial planning accessible and efficient for all.
CEO and Founder at Leverty Financial Group in September 2020 to Present
Managing Director at Northwestern Mutual in January 2002 to September 2020
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Financial Advisory
Series 7
Securities
Retirement Planning
Retirement
Leadership
Estate Planning
Wealth Management
Strategic Financial Planning
Investments
Mutual Funds
Asset Allocation
Investment Advisory
Investment Strategies
Fixed Annuities
Series 63
401k
Life Insurance
Insurance
Disability Insurance
Portfolio Management
Individual Life
Financial Planners
IRAs
Finance
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Discover more about Leverty Financial GroupWhat is Michael Leverty email address?
Email Michael Leverty at [email protected] and [email protected]. This email is the most updated Michael Leverty email found in 2026.
What is Michael Leverty phone number?
Michael Leverty phone number is +18478135552 and +17153816570.
How to contact Michael Leverty?
To contact Michael Leverty send an email to [email protected] or [email protected]. If you want to call Michael Leverty try calling on +18478135552 and +17153816570. (updated on October 29, 2024)
What company does Michael Leverty work for?
Michael Leverty works for Leverty Financial Group
What is Michael Leverty's role at Leverty Financial Group?
Michael Leverty is CEO and Founder
What industry does Michael Leverty work in?
Michael Leverty works in the Financial Services industry.
Michael Leverty Email Addresses
Michael Leverty Phone Numbers
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