Leyla Z. Morgillo,  CFP<sup>&reg;</sup> - Financial Advisor

Leyla Z. Morgillo, CFP®

Financial Planner

Madison Financial Planning Group

525 Plum Street, Suite 101
Syracuse, NY 13204
FINANCIAL ADVISOR'S WEBSITE
(315) 870-3703 CONNECT WITH Leyla
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General

Leyla Morgillo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Madison Financial Planning Group in Syracuse, NY and the surrounding communities.

Financial Advisor Overview

Leyla Morgillo is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in guiding clients through their retirement transitions and the years to follow.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Lincoln Financial Advisors

Broker-Dealer Disclaimer

Leyla Morgillo is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies, (member SIPC). Madison Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp.

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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Helpful Financial Planning Resources