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<strong>Strong Foundations</strong>

Strong Foundations

We believe that a well constructed plan is the cornerstone to financial well-being. Your comprehensive financial plan helps to lay a strong foundation that will be used to guide every recommendation and decision through each stage of your life.

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<strong>Time-Tested Guidance</strong>

Time-Tested Guidance

Pursuing your goals requires careful planning, professional guidance, and consistent supervision. Equipped with a blueprint for your future, we synchronize your goals with our recommended strategies and work to keep your plan current and viable over time.

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<strong>Personal Service</strong>

Personal Service

Our team approach to client care assures timely and personal response and attention to your needs. Collaboration among our team members enables you to benefit from more than 100 years and three generations of our combined knowledge and experience.

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<b>Who We Are</b>

Who We Are

How will you reach the important milestones in your life? Without a formal plan in place, pursuing important milestones can be a cause for anxiety instead of celebration. These milestones may include a comfortable retirement, maintaining a certain lifestyle, caring for and protecting your family, educating your children and grandchildren, leaving a legacy or just living life on your terms.

Caring for and protecting families for three generations

At Leveroni Financial Management, our family has been helping families like yours to replace uncertainty with clarity for more than 50 years. We invite you to discover how our more than five decades of independent financial advice and guidance can help you live your life with the confidence that comes from knowing you have a foundation in place that seeks to withstand the test of time.

<strong>Your vision, our experience</strong>

Your vision, our experience

As your partner for success, Leveroni Financial Management requires an in-depth analysis of your needs and goals as part of a fundamental process for creating a written plan just for you.

We specialize in assisting individuals, families and business owners with pursuing their vision of financial security and the comfort it brings.

<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Meet Our Team

Timothy Leveroni

Timothy W. Leveroni, CFP®

Chairman | Co-Founder and Co-Branch Manager | Wealth Advisor

781.848.9821

781.380.3693

Daniel Leveroni

Daniel W. Leveroni, CFP®

President | Co-Founder and Co-Branch Manager | Wealth Advisor

781.848.9821

781.380.3693

Timothy Leveroni

Timothy A. Leveroni

Wealth Advisor | Chief Operating Officer

781.848.9821

781.380.3693

Jane Rizzotto

Jane M. Rizzotto

Director of First Impressions | Operations Associate

781.848.9821

781.380.3693

Haley Whittaker

Haley Whittaker

Administrative Assistant

781.848.9821

781.380.3693

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