Financial Services - Legal & Financial Consulting
Leslie A. Margolies, JD
Occupation: lawyer, financial planner
Company: Legal & Financial Consulting
Location: Lansdale, PA.
Last Updated: Aug 31, 2009 6:23pm
Ms. Margolies is a Licensed and Registered Financial Professional,
and a former practicing attorney. She became a financial
professional for business owners and entrepreneurs — particularly
attorneys, law firms and their clientele — after practicing law herself
for 19 years. With the resources now available to her at her firm, Ms. Margolies is able to provide comprehensive financial
planning, investment advisory services, employee benefit plans and
risk management through a wide variety of insurance carriers and
money managers. Her mission is to provide such services with
integrity and due diligence.
“People need someone they can trust to provide unbiased financial assessments for many different issues. We have the knowledge and experience in-house to help map out a strategic course, providing consistent guidance and diligent oversight so that our clients are able to effectively handle the financial transitions in their busy lives.”
Leslie is a frequent writer and speaker about financial planning issues and often teaches a financial planning course at Montgomery County Community College.