Frank Leone, Financial Advisor located in Port Clinton, OH

Financial Advisor
Frank I Leone

CFP®, AAMS®
3866 Harbor Light Landing Dr, Port Clinton, OH 43452opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Charitable Giving
  • Values and Faith Based Investing

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Social Responsibility
  • Volunteering
  • Football

Team Members

  • Tom Leone
    Associate Financial Advisor Trainee
  • Cheryl Vincent
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(419) 732-6570

Fax

(866) 462-8050

Office Address

3866 Harbor Light Landing Dr
Port Clinton, OH 43452opens in a new window

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