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Karen Leonard, Financial Advisor

FINANCIAL ADVISOR
Karen T Leonard

4 Bridge St, Suite 1, New Hartford, CT 06057opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • College Savings
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities

About Karen

With over two decades of experience in banking and insurance, I've dedicated 22 years to Edward Jones. My aim is to simplify your financial journey, providing exceptional service alongside my team. Collaborating with professionals like CPAs, attorneys and real estate agents, we streamline approaches to help you reach your goals. As a financial advisor, building relationships is the most rewarding aspect – I'm here to listen to your unique story.

Holding a bachelor's degree from the University of Connecticut, I'm an avid Husky fan and actively engage in various local organizations.

At Edward Jones, I've volunteered as a mentor and field trainer,...

Work History

  • Edward JonesJanuary 2002 to Current

Education

  • Univ of ConnecticutBachelors

Team Members

  • Kathleen Renzullo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Phone

(860) 379-2990

Fax

(855) 871-9469

Office Address

4 Bridge St
Suite 1
New Hartford, CT 06057opens in a new window

Mailing address

P O Box 652
New Hartford, CT 06057

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