Sonia LeRoy

Sonia LeRoy has been a financial advisor to me and my husband for over 20 years. She has been incredibly helpful with so many aspects of our life: ensuring that we drafted our wills and named guardians for our kids when they were younger, getting life and disability insurance, investing wisely, finding a reliable accountant We really owe so much of our financial framework to her. Most of all, she takes our financial health seriously, and during our regular reviews is always able to advise us on next steps. I sincerely do not know where we would be financially without Sonia. I am so grateful to have met her all those years ago! (Karen Eck 2019-03-05)
Sep 9th, 2018

After working with Sonia for over a year, I can see and feel how committed she is to helping her clients develop a Peace of Mind with their lifestyle. Sonia has client interests front of mind, always. She encourages clients to Align their Money with their lifestyle. Socially Responsible Investing is something Sonia is passionate about, which I feel is extremely important in today's world. I am very grateful to learn from the best in the business. - 4/25/2017
Jul 18th, 2017

I found Ms. Leroy difficult to access in that she was unresponsive to emails. This is not a reassuring quality to have in a financial adviser -- someone in whom you are entrusting your financial future. I'm sure there are other advisers out there who are not only skilled but also more professional and courteous in their communications.
Jun 8th, 2015