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Van Leeuwen & Company, LLC

Van Leeuwen & Company, LLC


Van Leeuwen & Company, LLC's financial review

Van Leeuwen & Company, LLC's Revenue (Yearly)

1.4M

Employees

13


Van Leeuwen & Company, LLC information

Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations. Our business approach is based upon four key elements that are at the core of everything we do: financial expertise, trust, responsiveness and personal attention. We are dedicated to these principles. They define who we are.Each client has ...
Van Leeuwen & Company is a financial services firm that specializes in financial planning and wealth management for individuals and non-profit organizations. Our business approach is based upon four key elements that are at the core of everything we do: financial expertise, trust, responsiveness and personal attention. We are dedicated to these principles. They define who we are.Each client has a unique financial situation. Our goal is to understand what is important to you and to make it happen. With more than thirty years of experience serving clients, our services include: financial planning and wealth management, retirement and estate planning services, trust and insurance solutions, and supporting the efforts of non-profit organizations vital to our community. We serve a distinct customer base and, for the benefit of our existing clients, each year we accept a limited number of new clients and we welcome your interest. Our team is comprised of seasoned professionals with the collective experience necessary to deliver the outstanding client service our clients have become accustomed to receiving. Outside of work, our employees are actively involved in their communities and volunteer for a variety of non-profit organizations.Securities offered through LPL Financial, Member SIPC, www.sipc. For more information, please refer to www.SIPC.com. Investment Advisory Services offered through Van Leeuwen & Company, not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NC, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA. Third party posts found on this page do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Van Leeuwen & Company, LLC industries

Financial planning
Wealth management
Retirement & estate planning services
Nonprofit organizations

Van Leeuwen & Company, LLC's financial review

Van Leeuwen & Company, LLC's Revenue (Yearly)

1.4M

Employees

13

Notable Alumni

Patrick McGee
Middle School Math Teacher
Partnership Schools
Sein Shea
Senior Manager - Advertising Operations & Analytics
Wayfair
Juhair Khan
Vice President, Institutional Retirement Plan Solutions
J.P. Morgan

Employees

Property Management
Director of Para Planning Services
Director Of Administration and Executive Assistant to Kenneth Van Leeuwen
Portfolio Strategist

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