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Meet The Team

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Our Team

Michael Leone

Financial Consultant

(315) 425-6356

As a financial consultant, my profession provides me with a unique position to build strong bonds with some truly wonderful people. Through my experience, it has become a personal mission of mine to make my clients feel like family. By encouraging an open line of communication, I hope to constantly be on top of each of my client’s ever changing needs. Whether it’s saving for your future or protecting your loved ones, I will be here to listen and help you meet your goals.

On my site, please take the time to visit those tabs that are most relevant to you. All topics can be bulit upon with a simple call or email. Feel free to reach out and let me know what you think. I look forward to hearing from you soon!