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Financial Services - Legal & Financial Consulting

Leslie A. Margolies, JD

Legal & Financial Consulting

Occupation: lawyer, financial planner
Company: Legal & Financial Consulting
Location: Lansdale, PA.
Views: 872
Last Updated: Aug 31, 2009 6:23pm

About Me:
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.

Place of Business Hours of Operation
Legal & Financial Consulting
2043 Berks Road
Lansdale, PA 19446



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Monday: 9am - 8pm
Tuesday: 9am - 6pm
Wednesday: 9am - 6pm
Thursday: 9am - 6pm
Friday: 9am - 6pm
Saturday:
Sunday:

Contact Information

Phone: 610-660-4014
 
Linkedin: Leslie A. Margolies, JD
Facebook: Leslie Margolies
Mobile Phone: 215-740-9646

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