Leo E Priemer, Financial Advisor located in South Bend, IN

Financial Advisor
Leo E Priemer

CFP®, CEPA®, AAMS®
431 S Main St, South Bend, IN 46601opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Traveling
  • Skiing
  • Wine Collecting/Enthusiast
  • Art & Theater

Team Members

  • Amanda Bontrager
    Registered Branch Associate
  • Crystal Taberski
    Sr. Branch Office Administrator
  • Elisabeth Hardy
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(574) 289-9292

Fax

(888) 865-3927

Office Address

431 S Main St
South Bend, IN 46601opens in a new window

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