Letteney Financial Advisory is a small independent firm that provides personalized financial planning services to individuals and businesses. With a comprehensive approach to all aspects of financial life, we help clients achieve their goals by taking into consideration their personal aspirations, risk tolerance, financial goals, and market preferences. Our experienced team, led by Jim Letteney, is dedicated to providing exceptional customer service and building long-term relationships with our clients. We offer a range of services, including investment planning, retirement planning, and estate planning, with a focus on individualized attention and tailored solutions. By listening to our clients' needs and goals, we provide guidance and support to help them navigate the complex financial landscape. With over 10 years of experience in the financial planning industry, Letteney Financial Advisory is committed to providing the best possible service to our clients.
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