Leitch, Swartz and their experienced and knowledgeable staff provide comprehensive financial services to a wide range of clients, including businesses and individuals seeking all levels of financial planning. As a financial advisor, Bill has a passion for assisting clients in realizing their financial goals. Larry and Bill work closely with each client to fully understand their current financial position and their future financial goals. From there they take a holistic approach in the preparation of an individualized plan with diverse investment options.
Wealth Manager Assistant
Financial Planning Support Specialist