Cookies on BBB.org

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Cookie Preferences

Many websites use cookies or similar tools to store information on your browser or device. We use cookies on BBB websites to remember your preferences, improve website performance and enhance user experience, and to recommend content we believe will be most relevant to you. Most cookies collect anonymous information such as how users arrive at and use the website. Some cookies are necessary to allow the website to function properly, but you may choose to not allow other types of cookies below.

Necessary Cookies

What are necessary cookies?
These cookies are necessary for the site to function and cannot be switched off in our systems. They are usually only set in response to actions made by you that amount to a request for services, such as setting your privacy preferences, logging in or filling in forms. You can set your browser to block or alert you about these cookies, but some parts of the site will not work. These cookies do not store any personally identifiable information.

Necessary cookies must always be enabled.

Functional Cookies

What are functional cookies?
These cookies enable the site to provide enhanced functionality and personalization. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies, some or all of these services may not function properly.

Performance Cookies

What are performance cookies?
These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site. All information these cookies collect is aggregated and therefore anonymous. If you do not allow these cookies we will not know when you have visited our site, and will not be able to monitor its performance.

Marketing Cookies

What are marketing cookies?
These cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant content on other sites. They do not store personal information directly, but are based on uniquely identifying your browser or device. If you do not allow these cookies, you will experience less targeted advertising.

Find a Location

Leonard Financial Solutions LLC has 1 locations, listed below.

*This company may be headquartered in or have additional locations in another country. Please click on the country abbreviation in the search box below to change to a different country location.

    Country
    Please enter a valid location.

    Business ProfileforLeonard Financial Solutions LLC

    Financial Services
    BBB accredited business

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 12 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 8/22/2023

    Years in Business: 7

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Related Categories

    Overview

    Leonard Financial Solutions does retirement and financial planning, Medicare, annuities, life insurance and disability income insurance.

    Products & Services

    Financial planning, retirement planning, annuities, Medicare, life insurance and disability income insurance.

    Business Details

    Location of This Business
    49 Revere Ave, Moorestown, NJ 08057-2213
    BBB File Opened:
    6/30/2023
    Years in Business:
    7
    Business Started:
    3/1/2017
    Business Incorporated:
    1/13/2020
    Accredited Since:
    8/22/2023
    Licensing Information:
    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
    BBB records show a license number of 1636305 for this business, issued by State Department of Banking & Insurance

    These agencies may include:

    State Department of Banking & Insurance

    20 West State Street, CN-040

    Trenton NJ 08625

    (609) 292-7272

    https://www.state.nj.us/dobi/index.html

    BBB records show a license number of 3000785639 for this business, issued by State Department of Banking & Insurance

    These agencies may include:

    State Department of Banking & Insurance

    20 West State Street, CN-040

    Trenton NJ 08625

    (609) 292-7272

    https://www.state.nj.us/dobi/index.html

    • Leonard Financial Solutions is licensed in all 50 states.
    Type of Entity:
    Limited Liability Company (LLC)
    Hours of Operation

    Primary

    M:
    8:00 AM - 8:00 PM
    T:
    8:00 AM - 8:00 PM
    W:
    8:00 AM - 8:00 PM
    Th:
    8:00 AM - 8:00 PM
    F:
    8:00 AM - 8:00 PM
    Sa:
    8:00 AM - 2:00 PM
    Su:
    Closed
    Business Management
    • Mr. Jonathan Leonard, Founder/CEO
    Contact Information

    Principal

    • Mr. Jonathan Leonard, Founder/CEO

    Customer Contact

    • Mr. Jonathan Leonard, Founder/CEO
    Additional Contact Information

    Email Addresses

    Industry Tip

    BBB Tip: How to shop for financial services

    Customer Complaints

    0 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

    File a Complaint

    Customer Reviews

    12 Customer Reviews

    What do you think? Share your review.

    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    benjamin s

    5 stars

    06/25/2024

    I had an exceptional experience with Leonard Financial Solutions, and I can't recommend *** Leonard enough! From the moment I contacted him for life insurance, *** was incredibly attentive and knowledgeable. He goes above and beyond to ensure a seamless process, cutting through the red tape and handling all the details with ease.What sets *** apart is his dedication to his clients. He personally made calls and facilitated communications with third parties, ensuring everything was in order. His approach is never pushy or salesy; instead, he provides clear and concise information, helping you make informed decisions with confidence. I compared his rates and terms with a number of online life insurance offers and he had the best overall deal.If you're looking for top-notch service and a professional who genuinely cares about your needs, *** Leonard at Leonard Financial Solutions is the one to trust. Highly recommended!

    Local BBB

    BBB Serving New Jersey

    BBB Reports On

    BBB reports on known marketplace practices.

    BBB Business Profiles may not be reproduced for sales or promotional purposes.

    BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.

    When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.

    BBB Business Profiles generally cover a three-year reporting period. BBB Business Profiles are subject to change at any time. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile.

    As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.