Personal & Business Financial Planning
The Difference.
Tired of feeling like you are a number at some large corporation? Or that your advisor doesn’t even know your name without looking you up in their computer before they call you? Those are two of the last things you will feel when you work with Letteney Financial Advisory. We want to connect with on both a professional and personal level. You will always be treated as an individual with a personalized approach to attaining your financial goals that you deserve!
Our Mission.
Letteney Financial Advisory’s mission is to provide our clients with the knowledge and support they need to meet their financial goals, as well-informed investors. Through a comprehensive approach to all aspects of your financial life, as well as taking your personal aspirations into consideration, we will help you reach your goals. Uncompromising customer service and trust are the basis on which we build our relationships with our clients.