Louis Leskosky

Louis Leskosky

Senior Wealth Manager

Phone: (201) 383-0630
Fax: (201) 383-0633
E-mail:

Business Philosophy
Louis W. Leskosky is a respected financial advisor throughout the New York/New Jersey/Pennsylvania region.  Lou has counseled hundreds of families on how to plan for retirement, retire comfortably, preserve wealth, and leave a meaningful legacy through the use of creative estate and investment strategies. These areas of specialization serve as components of a comprehensive and integrated financial planning process.  Building lasting relationships as the trusted advisor of our clients with uncompromising integrity and an unwavering dedication is the cornerstone on which our firm’s values rest.
Background
Lou has worked in the financial services industry for the past eleven years. First as a securities analyst with BlackRock and for the past eight years as a financial planner.  Lou’s practice has evolved to allow him to now specialize in family generational wealth planning.  This is the process of growing, preserving, protecting, and distributing assets in accordance with the goals and objectives of families throughout multiple generations. 
 
Lou graduated from the Drexel University Magna Cum Laude where he completed his undergraduate degree in Finance and Economics.
Professional Qualifications and Registrations
Lou is recognized as an advisor who understands his clients’ financial goals; instills confidence; his clients are generally comfortable with their level of risk and range of services provided.  He prides himself on being trustworthy,. Lou is a Registered Representative with INVEST Financial Corporation with a serious commitment to his clients.  He has attained the CLTC designation as a Certified Long Term Care specialist. He is registered with  FINRA in AZ, CT, DE, GA, IA, IL, MD, MN, MO, NC, NH, NJ, NM, NY, PA, WI
Personal Life
Lou resides in Ramsey, New Jersey, with his wife of 10 years, Laura, their six year old son, Louis and their one year old daughter, Julia.  He is active within his community and church, as well as having served as a mentor to teenagers through community based mission trips.
Strategic Partners
Lou is also strategically partnered with thirteen other financial advisors throughout five states. This partnership has combined financial planning experience of over 80 years and manages over $300 million of advisory assets. Together, with Invest Financial Corporation, clients benefit from receiving independent advice through access to a broad range of solutions and non-proprietary financial products.
Our other offices are located at:
149 North Main Street
Dublin, PA 18917
144 Wild Azalea Lane
Skillman, NJ 08558
205 Highway 9 North
Freehold, NJ 07728
345 Kinderkamack Road
Westwood, NJ 07675
9093 Ridgefield Drive
Frederick, MD 21707
2440 Sandy Plains Rd., Ste 21-200
Marietta, GA 30066
Registered Representative of INVEST Financial Corporation (INVEST), member FINRA/SIPC. INVEST is not affiliated with Christopher Edwards Financial Associates. Securities, advisory services and insurance products offered through INVEST and affiliated insurances agencies are not FDIC or NCUA insured. Not bank or credit union guaranteed. May lose value including loss of principal.