LeoGroup Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

LeoGroup is a financial services company that concentrates on comprehensive financial counseling and concierge services, with a focus on tax planning strategies for individuals. Its offerings encompass extensive U.S. tax and benefits planning as well as international, country-specific planning, including cross-border tax and estate considerations, serving clients around the world. Based in Iselin, New Jersey, the firm operates within a global advisory niche, addressing personal financial planning needs that cross national boundaries. The business is positioned to support individuals requiring coordinated, multi-jurisdictional tax and estate planning, integrating domestic and international considerations into a cohesive strategy. The organization is small to mid-sized and serves a diverse client base through its advisory services.

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