Leavitt Laura
Business details
- Category
- Financial Services · Financial planner
- Address
- 1275 Winchester Blvd # B, San Jose, CA 95128
- Phone
- (408) 249-4611
- Website
- Searching the web…
- County
- Santa Clara County
Hours
- Monday: 10 AM–5 PM
- Tuesday: 10 AM–5 PM
- Wednesday: 10 AM–5 PM
- Thursday: 10 AM–5 PM
- Friday: 10 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning in San Jose, Leavitt Laura is here to help. We work with individuals and families across San Jose and the wider South Bay who want a clear, practical plan for their money.
Our financial planning services are designed to bring structure to your goals, whether you are saving for the future, preparing for retirement, or simply looking for a steadier approach to your finances. We take the time to understand where you are today and where you want to go, and we build recommendations around your personal situation.
Our goal is to make financial planning feel approachable, so you always know what to expect and why each step matters.
To learn more or to start a conversation, call or stop by our office and we will be glad to talk through your needs.
Our financial planning services are designed to bring structure to your goals, whether you are saving for the future, preparing for retirement, or simply looking for a steadier approach to your finances. We take the time to understand where you are today and where you want to go, and we build recommendations around your personal situation.
Our goal is to make financial planning feel approachable, so you always know what to expect and why each step matters.
To learn more or to start a conversation, call or stop by our office and we will be glad to talk through your needs.