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.
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