Leo Ferris

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development

About

Leo Ferris is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and risk tolerances of his clients. Leo employs a comprehensive discovery process to understand each client's financial situation and time horizon. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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