Josh Leana
Financial Professional at Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Josh Leana
You’re a high-earning engineer or construction professional building real…
Experience
Financial Advisor
Apr 2025 — Present · Syracuse, NY, US
I offer an extensive array of products and service alternatives to help implement your desired course of action, including: Wealth Accumulation & Retirement Planning Executive Benefit & Deferred Compensation Plans Financial Planning & Asset Management Strategies Employee Financial Planning & Seminars Risk Management Strategies Estate Planning Strategies & Wealth Preservation Employee Benefit Plans (Pension & 401(k) implementation) Business Succession Planning Long Term Care Insurance Additionally, you’ll have access to: Education on a wide variety of financial subjects to help you make informed decision A wealth of online resources, tools, and account management options An open network of produce and provider selection Investment management services and mutual funds from numerous investment companies, and financial products from a large selection of insurance companies Assistance to help you build an integrated portfolio matched to your priorities
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