Larry Leitch, a lifelong Baltimore resident, has a passion for helping clients achieve their financial goals. His ultimate goal is to offer his clients guidance and expertise while utilizing the best technology available to provide responsive and informed services.
In 2004, Larry, along with his partner Steve Spurrier, started Synergy Financial Group. They wanted to provide clients with a wide range of financial services utilizing advanced technology for their clients’ benefit. Larry and his team provide comprehensive financial planning services to various clients including businesses and individuals at all levels of financial planning.
Synergy Financial Group uses high-tech research tools to tailor their services and meet specific needs of their clients. Clients have access to their accounts online, receive company e-newsletters, financial updates, and links to useful services and resources. The use of web-based resources ensures that the company provides greater speed and flexibility to address clients’ needs while maintaining security.
Larry has been in the financial industry since 1987, starting as a stockbroker. From December 1988 to April 2005, he worked as a financial planner at First Financial Group in Towson, Maryland, where he led the Group Benefits Department in 2001 and led the Pension Department in 2002. He served more than 250 clients during his time at First Financial. Larry earned his Certified Life Underwriter (CLU®) designation in 1993, his Chartered Financial Consultant (ChFC®) designation in 1996, his Registered Employee Benefits Consultant (REBC®) designation in 2010, and most recently added the Accredited Investment Fiduciary (AIF®) designation in 2012.
Larry graduated from Indiana University of Pennsylvania in 1986 with a B.S. in Finance, and Accounting and Economics minors. He paid his way through college by playing rugby, a sport he enjoyed during his college years. He is a 1982 graduate of Calvert Hall College High School in Towson, Maryland.
Larry is a registered representative and principal with securities offered through LPL Financial, member FINRA/SIPC. He is also an investment advisor representative for advisory and financial planning services through Synergy Financial Group, a registered investment advisor.
Larry is married to Joyce, and they have three children, Olivia, Jack, and Abby. If you want to know more about Larry’s profile, you can visit his LinkedIn page or his Facebook page. You can also follow Synergy Financial Group on Twitter, Facebook, and LinkedIn.