Buffalo Grove, Ill. (Oct. 6, 2003) -- Fee-only financial planning firm Successful Financial Solutions Inc., based in Northbrook, Ill., has merged with Leonetti & Associates, a fee-only provider of family office services, based here.

The combined entity, which manages about $350 million in assets, now operates under the Leonetti moniker. The move gives Leonetti a presence into Las Vegas, where SFS has a second office.

Register or login for access to this item and much more

All Accounting Today content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access