Marc Leavy

Marc Leavy

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Values-based, comprehensive, financial advice, for you. Times have changed and you should reevaluate regularly.

When I began my career, six-month CD's were about 6% and the Dow Jones Industrial Average was under 3,000. Let me help you evaluate your Medicare and ancillary products.

11/29/2021

Businesswomen of the 20th Century
Dec 2 at 1:30 – 3pm, Military Heritage Museum
“Pepperidge Farm started in my home kitchen with just one idea: producing a top-quality food product.” Margaret Rudkin began baking preservative-free whole wheat bread for her son with food allergies.

Cape Coral Funeral Home & Cremation 09/27/2021

Having lost both my parents, pre-paid funerals are well worth it on all sides. I can go in, make sound, unemotional decisions, and save my kids stress. My father had laid out his final preparations and it made it easier for us to grieve. It's been my pleasure to get to know Cameron O'Dell at Baldwin Brothers. He is a great guide.

Cape Coral Funeral Home & Cremation Click the link above to learn more about our Funeral and Cremation services in Cape Coral or give us a call at (877) 410-2424 for more information!

98% of Americans have at least 1 money bias, research finds, and it's costing them 09/25/2021

FGCU Academy will host the lecture, YOU HAVE A BIAS: but which one?

A new behavioral finance study shows that you carry at least one of four unconscious biases that affect your financial decision making, and it’s probably costing you money.

98% of Americans have at least 1 money bias, research finds, and it's costing them Morningstar researchers found biases present in almost all Americans that lead to worse financial outcomes, such as lower credit scores and account balances.

09/22/2021

Legendary Ladies: Businesswomen of the 20th Century
Speaker: Marc Leavy
Beginning with Biddy Mason, the slave who successfully sued for her freedom, and went on to become a real estate magnate and church founder, we look at women who smashed stereotypes and glass ceilings. These women did the improbable and served as shining examples of what one can accomplish despite entrenched resistance. They had charm, grace and guts. We will also discuss the caustic, cosmetic conflict between Helena Rubenstein and Elizabeth Arden.

Bridget "Biddy" Mason (U.S. National Park Service) 09/04/2021

This falls into the category of why didn't I
know this?https://www.nps.gov/people/biddymason.htm #:~:text=Bridget%20Biddy%20Mason%20(1818%2D1891,in%20Los%20Angeles%20in%201872.

Bridget "Biddy" Mason (U.S. National Park Service) Bridget Biddy Mason (1818-1891) is an American Hero. Born enslaved, Mason became one of the first prominent citizens and landowners in Los Angeles in the 1850s and 1860s. She also founded the First African Methodist Episcopal Church in Los Angeles in 1872.

VA.gov | Veterans Affairs 08/20/2021

I love the Lee County VA. Thank you.

VA.gov | Veterans Affairs Apply for and manage the VA benefits and services you’ve earned as a Veteran, Servicemember, or family member—like health care, disability, education, and more.

What Women Want In A Financial Advisor 08/04/2021

My mother had the responsibility to care for me before she had the right to have a bank account.

What Women Want In A Financial Advisor To learn what women want from a financial adviser and how to get that, Kerry Hannon spoke with three experts about women and money.

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Chicago, IL

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Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 9am - 4pm
Friday 8am - 4pm