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Kyle Leckrone, Financial Advisor

FINANCIAL ADVISOR
Kyle Leckrone

574 W Schrock Road, Westerville, OH 43081opens in a new window
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • LGBTQ+ Finances
  • Entrepreneurs & Business Owners

About Kyle

I am a financial advisor with experience in working with executives and business owners, with a strong focus on helping them transform their financial future.

My experience lies in helping individuals identify their primary risks in retirement and I use an established process to help you build personalized strategies to reach your goals.

••• Are you an Executive or Business Owner working hard to improve your business or career to achieve your life goals?

Chances are that you have been busy focusing on your career or business, while also dealing with the challenges that life often provides.

Most executives and business owners...

Work History

  • Edward JonesDecember 2019 to Current

Education

  • Ohio University-LancasterBachelor of Science

Team Members

  • Kaitlin Sherman
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 882-6211

Fax

(800) 322-0713

Office Address

574 W Schrock Road
Westerville, OH 43081opens in a new window

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