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Our Team Our Team Our team at the Leverty Financial Group is committed to helping our clients, whether they are concerned about their own financial needs or those of their family or business. When becoming a client of the Leverty Financial Group, trust is being placed in our hands, to help turn visions into reality. We are commited to excellent customer service. If at any time you have a question, concern, or need, please let us know.
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Achieving financial goals is not easy. You need a partner who understands your goals and objectives and will help you reach them, all the while realizing how much risk you are willing to take. With understanding and education, CUE works hard to guide you through the maze of options and choices. Here's how You want a partner who will offer a reliable investment program, follow all regulatory rules, encourage, strengthen and grow bonds with your clientele and provide the highest quality, non-proprietary products and services.
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Strategies for Financial Independence
Currently working with Hohmann Financial Group Shelly began her career in financial security planning with London Life in after many years in service related occupations. She joined the Vold Financial Group Inc. With experience as a Marketing Associate at Freedom 55 Financial and a passion for both client service and hands-on investments administration; she keeps all office procedures operating efficiently. She believes strongly in a team environment and loves working with others to achieve a common goal. Jocelyn has gained a broad knowledge of the financial industry and continues to develop her knowledge and experience in both life insurance and investments.
Contact Eastgate Financial Group provides clients with comprehensive wealth management strategies to help bring clarity, insight and focus to their financial lives. We advise individual investors, families and small business owners on how to make prudent financial planning decisions in an environment increasingly oversaturated with information. By helping our clients identify their needs and articulate their goals through our collaborative wealth management process, we begin to see a clear picture emerge from the background static. We offer a menu of in-house and concierge services that together create a truly holistic financial planning experience for our clients.
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