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Leelyn Smith

Financial Services

Specialities :
Wealth management
Tax
Family office
Investment management
Financial planning

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Leelyn Smith

What does Leelyn smith do?+

At Leelyn Smith, we dont see success as a destination, but a journey. Thats why we do things a little differently. We believe in more listening. More caring. More hard work. Thats what fuels us. And thats how we create personalized, holistic plans to pursue financial independence for each and every one of our clientsand their families. We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions. Putting your family needs at the forefront through a comprehensive suite of services including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning....

What are Leelyn smith's specialties? +

Wealth management,tax,family office,investment management,financial planning,estate planning,retirement planning,risk management,income tax planning,tax preparation and filing,family office support,cfo services,philanthropic planning,and legacy planning

What is Leelyn smith's industry? +

Leelyn smith operates in the Financial services industry.

What is Leelyn smith's revenue? +

Leelyn smith's revenue is 11m - 100m

What is Leelyn smith's company size? +

Leelyn smith has 11 - 50 employees.

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