Stephen Leavitt Financial

Stephen Leavitt Financial is a financial planner in Newburyport, MA. The firm provides wealth management and retirement planning services to individuals seeking to achieve their financial goals. The firm has been assisting clients since 1985 and holds a 5.00 rating.

Led by Principal Stephen M. Leavitt, MS, CFP®, the firm utilizes an analytical approach rooted in an engineering background to assist investors. Mr. Leavitt has over 30 years of experience in financial planning and holds a Master of Science with a concentration in retirement planning. The firm partners with Commonwealth Financial Network® to provide clients with a wide variety of investment choices and efficient technology support. The office team includes administrative support to assist with daily operations and research.

Located on Merrimac Street, the office is situated near Market Square and the Firehouse Center For The Arts. It is also a short walk from the Arakelian Theater and Watts' Cellar.

The business maintains well-documented information online and possesses a well-optimized website that is easily read by search engines.

Stephen Leavitt Financial brings decades of specialized expertise to the retirement planning and wealth management needs of the Newburyport community.