Robert Leavitt, Financial Advisor located in Kokomo, IN

Financial Advisor
Robert Leavitt

CEPA®
931 S Washington St, Kokomo, IN 46901opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Golfing
  • Photography
  • Traveling

Team Members

  • Michelle Shacklee
    Branch Office Administrator

Send Me a Message

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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 - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(765) 319-0315

Fax

(844) 738-1736

Office Address

931 S Washington St
Kokomo, IN 46901opens in a new window

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