Comprehensive Financial Planning

In 1959, John J. Leveroni began serving the financial and investment needs of individuals, families and business owners seeking personalized planning and investment strategies. Then in 1976, on the prescient advice of their father, Timothy and Daniel founded Leveroni Financial Management, an independent financial services firm. That same year John J. and JoAnne C.R. Leveroni joined the family practice and with their addition enabled Leveroni Financial Management to serve a greater number of clients seeking to align their financial goals with their life goals in an environment that focused on placing clients’ interests first.