Leonard Financial Solutions of Mount Laurel

Leonard Financial Solutions is a Financial Planner in Mount Laurel, NJ. The firm provides fiduciary retirement planning for individuals approaching or already in retirement, coordinating investments, tax strategies, Social Security, Medicare, required minimum distributions, Roth conversions, and estate planning under one roof. Services include Retirement Income Planning, Medicare Planning, Tax Planning, Estate Planning, Roth Conversion planning, RMD Planning, and Social Security Planning. Leonard Financial Solutions serves clients in all 50 states, drawing on more than five years of experience since its 2017 founding, and holds a perfect 5.00 rating with over fifty five‑star reviews and an A+ rating from the Better Business Bureau.

The company’s approach centers on its fiduciary duty to act solely in the client’s best interest, eliminating the need to manage a patchwork of separate advisors. A single coordinated team reviews the whole financial picture, ensuring each decision aligns with tax, income, healthcare, and legacy goals. Prospective clients can schedule a sixty‑minute video Retirement Coordination Review, during which founder and CEO Jonathan Leonard walks through key retirement decisions in real time, offering clarity without product pitches or follow‑up pressure. The leadership team also includes John Termun, President of Medicare Planning, Corinne Gierman, Director of Business Operations, and Kevin Hull, Director of Growth and Marketing, each contributing specialized expertise to the firm’s comprehensive service model.

Leonard Financial Solutions is located at 309 Fellowship Road, Suite 200, on Fellowship Road in Mount Laurel. The office sits roughly 0.4 miles from Kingsway Learning Center School and about half a mile from both Strawbridge Lake Park and Strawbridge Lake, with the North Branch Pennsauken Creek and South Church Street also nearby.

By uniting all retirement‑related decisions within a single fiduciary practice, Leonard Financial Solutions delivers coordinated, client‑first planning that stands out in Mount Laurel’s financial services landscape.