Welcome!

Leupold Financial Planning Associates, Inc. is a fee-based financial planning firm that provides comprehensive financial planning, retirement planning, investment management, and insurance analysis services to business executives, professionals, business owners, and individuals.

We believe comprehensive financial planning is an excellent tool to use to help you identify your financial goals and objectives, assess where you are currently, and select the plan or strategy that will most likely enable you to reach your financial goals. Our firm specializes in customized financial plans that are tailored to each client's individual situation. Many people identify the need for financial planning when they face decisions that result from a major occurrence, such as normal retirement, early retirement, receipt of an inheritance, divorce, or need for college funding. Others realize the importance of developing a long-range strategy to achieve their financial goals.

A sound financial plan is the compass which keeps you going in the right direction. Our firm offers the sometimes rare combination of seasoned experience, personal and individualized attention, and up-to-date technology and services. There is no charge for an initial meeting to discuss how we might be of benefit to you and what the cost would be to engage our services.

Check the background of this firm and investment professional on FINRA's BrokerCheck


 
1902 Fairfax Ave
Cherry Hill, NJ   08003
Phone 856-424-2233
info@leupoldfinancial.com

Somers Point Office: 609-927-5800


Leupold Financial Planning Associates, Inc. (LFPA) is a Registered Investment Advisor in the state of New Jersey. LFPA provides financial planning services and investment management services on a fee basis. This web site exists to provide you with general information about our firm. We do not give or offer to give personalized financial planning advice or investment advice through this web site. All written content on this web site is for general information purposes only.

The material presented herein is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other Internet addresses contained in this web site provide access to information compiled, published, maintained, or otherwise posted by various companies, organizations, and Federal agencies that is independent of Leupold Financial Planning Associates, Inc. (LFPA). LFPA does not sanction, approve, certify, or control any of these external Internet addresses. For more specific information or before any action is taken, the appropriate professional should be consulted. (©2001 Leupold Financial Planning Associates, Inc. All rights reserved.)

Securities offered through Securities America, Inc. Member FINRA (www.FINRA.org) / SIPC (www.SIPC.org). George F. Leupold, Registered Representative.  Leupold Financial Planning Associates, Inc. and the Securities America companies are not affiliated. "Advisory services offered through Leupold Financial Planning Associates, Inc."

George F. Leupold is Securities licensed in the following states: CA, DE, FL, IL, NC, NJ, NY, OH, PA, TN, TX, VA

George F. Leupold is Insurance licensed in the following states: DE, FL, IL, MD, MI, NC, NJ, NY, OH, PA, TX.
 
George F. Leupold is a Registered Investment Advisor Representative licensed in the following states: NJ.

Securities business cannot be transacted in other states until after the appropriate license is obtained.

 

 

        

 

2001 Leupold Financial Planning Associates. All rights reserved.