We'll be happy to discuss our value added offering with you & illustrate how it compares to the various other options in the market. Discover the Benefits of working with us!
Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.
Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.
1 January, 2014
Along with physical fitness, fiscal fitness and financial planning tend to figure prominently on people’s New Year’s... More »
Sonia LeRoy, CFP®, RFP
Senior Financial Advisor, The LeRoy Group
The LeRoy Group assists a select group of clients achieve financial peace of mind by customizing retirement income strategies and managing risk. We are committed to the highest standards of financial planning.
Specializing in socially responsible investments and tax effective retirement income strategies, our expertise is ideally suited to efficiently helping families align their money with their life values while maintaining course to achieving life goals and fulfilling dreams.