Pizza Fest blog (1)

Why Financial Advisor Bill Leavitt Loves Being An Advisor

June 28, 2023

Behind every successful financial advisor is a genuine passion for helping clients achieve their financial goals and dreams. At Bridgelight Financial Advisors, our dedicated team, led by the exceptional Bill Leavitt, is committed to providing exceptional service and guidance. In this blog post, we delve into why Bill loves serving his clients and how this passion has driven the success of our recent client appreciation event that kicked off the summer called Pizza Fest.

Building Meaningful Relationships:

Being a financial advisor goes beyond numbers and investments. It’s about building lasting relationships with clients. Bill understands that trust and open communication are essential in curating tailored financial solutions. By truly getting to know his clients, their dreams, and their unique circumstances, Bill creates personalized strategies that align with their goals.

Making A Positive Impact:

The opportunity to make a positive impact on clients’ lives is a driving force. As a financial advisor, Bill understands the significance of the decisions clients make and the impact those decisions have on their financial future. He finds immense satisfaction in helping clients make informed choices that lead to financial security and a brighter future.

Guiding Clients Through Life Transitions:

Life is full of transitions, both planned and unplanned. Bill takes pride in being there for his clients when these moments occur. Whether it’s planning for retirement, funding a college education, navigating a career change, or dealing with unexpected circumstances, Bill offers steady guidance, reassurance, and innovative solutions to help clients navigate these transitions with confidence.

Celebrating Success and Gratitude:

Pizza Fest exemplifies Bill’s commitment to showing gratitude to the clients who have placed their trust in Bridgelight Financial Advisors. By hosting this event, Bill and the team express their heartfelt appreciation for the support and loyalty of their clients. It was a celebration of the successful partnerships and the collective achievements made possible by the collaboration of both advisors and clients.

Bill Leavitt’s passion for serving clients is at the core of his role as a financial advisor at Bridgelight Financial Advisors. His commitment to building meaningful relationships, making a positive impact, and guiding clients through life’s transitions has set him apart. The success of Pizza Fest reflects the strong bonds formed with clients and the gratitude felt by the entire team. Bill’s dedication to his clients is unwavering, and he continues to strive for excellence in providing exceptional financial guidance and support.

At Bridgelight Financial Advisors, we are proud to have Bill Leavitt leading the way, ensuring that our clients’ financial goals are within reach and their dreams are accomplished.

If you are in need of a financial advisor that specializes in helping you make your retirement a successful one, our team at Bridgelight Financial Advisors would love to help you experience confidence in every aspect of your financial plan. Call (203) 795-7080, email, or schedule an appointment online to meet and get started.

About Bill

Bill Leavitt is the president of Bridgelight Financial Advisors, an independent, privately owned fiduciary financial advisory and financial planning firm. He specializes in working with pre-retirees, retirees, professionals, and women investors, helping them navigate a complicated and ever-changing investment landscape. With over 25 years of experience, Bill serves his clients using his own unique financial planning model, The Wealth Focus™ Process, where he helps clients develop their customized long-term wealth strategy in four comprehensive steps. A Connecticut native, Bill resides in southern Connecticut with his wife, Laura, and their three daughters. To learn more about Bill, connect with him on LinkedIn.

Ready to Take The Next Step?

For more information about smoothly transitioning into retirement, schedule a meeting today with one of our advisors to create your financial strategy or register to attend a seminar.

Or give us a call at 203.795.7080.

Call Now Button