Our Affiliations
We regularly partner with groups
and individuals outside our firm
and individuals outside our firm
Partnership & Collaboration
Leone, McDonnell & Roberts, Professional Association regularly partners with other groups and individuals outside our firm to draw upon and share collective experiences, best practices and resources. The result? A vast and powerful source of knowledge to better serve you.
Some of our Affiliates are noted below:
Integrated Financial Partners, Inc.
Integrated Financial Partners (IFP) is dedicated to helping you improve your income and impact your quality of life. As a premier fee-based financial planning firm, IFP can help guide you toward a more secure future. We believe that it’s not only our responsibility to help you make the most of your income and assets, but to also help you make the most of your life. It’s our plan for your future
Compass Retirement Consulting Group, Inc.
Compass Retirement Consulting Group, Inc. was founded April of 2006 and consists of two actuaries with close to 40 years of combined experience in the design and administration of pension and other post retirement benefit programs. We also have a staff of three benefits analysts and a senior account manager.
