Financial Services Tailored to Your Needs

I was referred to Leonardo (Leo) Gelain by a close friend that I respect a lot, another one of Leo's many very happy clients, even though we are in different states and have never met in person. From the very first Zoom call, Leo was able to establish trust, credibility, and a genuine personal connection despite the distance. I had spent months trying to get clear answers about my retirement options from a previous employer and kept hitting dead ends. Leo took the time to carefully listen to my situation, understand my goals, and develop a customized retirement and financial plan that truly fits me and my family. He went above and beyond—helping coordinate with my former company, reviewing every detail thoroughly, and guiding me step by step through the entire process. He is always ava...

Over the last 24 years we have had the privilege of working with Leonardo Gelain as our Financial Planner. He is honest and caring His knowledge of the investment industry has often amazed us when it has come to predicting and forecasting future events, both good and challenging. He has always had our best interest at heart. We often recommend his services to others when it comes to both insurance, annuities and investments. It has been a true pleasure doing business with Leonardo and we plan to continue using his services in our future financial endeavors

I have known Leo for over 10 years now, and I trust him with all of my financial matters. His experience makes him very knowledgeable, and his character makes him very trustworthy. I would not want any other financial advisor handling my retirement plan! Thanks, Leo for all that you do!

Leo has been my financial planner for my retirement and non-retirement accounts for the past 10 years. He has passion, knowledge and a genuine interest in achieving the best for his clients! What really impressed me was the way he took the time to get to know me and my needs for the future. His professional, ethical and caring demeanour elicited my trust and respect and I gladly recommend his services to others.

I've known Leo for over 25 years. We have worked together for most of that time. He has assisted me and my family with life insurance and investments. I know his family as well. I trust him to always do the right things for his clients. Our relationship has made me financially secure. I can't say more. I trust him and you should also. When we first started working together he ask me why I was taking classes to better my self.. I said because I want to know I'm doing the right things with investments. It worked...

Leo has managed my financial planning and retirement account for over 10 years. While Leo was not my first financial advisor, he has without a doubt provided me with the best experience of any advisor. During my first meeting with Leo, He displayed a professional and caring attitude that I had not experienced before in a financial advisor. He skillfully asks questions that help him and even me better understand what I want my financial situation to look like when I retire. He makes sure I understand all that is being presented to me and he takes the time needed to do so. He explains financial products and strategies in clear, simple layman’s term that allowed me to easily grasp the information. Leo is an exceptional communicator. I’ve met but a few people who can take what I consid...

My wife and I had not had contact with our previous financial services company for almost 20 years! No calls, no check ups, nothing! Leo shows up at my door approximately 4 years ago representing the previous company and apologizes for the lack of contact from the previous financial planner and asks us to give him a chance to prove what he could do for us. I have to tell you, I really raked him over the coals! I was reserved to the fact that I was not going to get screwed over again. I'm so glad that we gave Leo a chance. He has been nothing but upfront, honest, trustworthy and caring about our financial goals. Over the last 4 years, under Leo's guidance, our accounts have done exceptionally well! Leo is quick to respond with any questions we have and immediately contacts us when the ma...

Leo Gelain has been my financial advisor and planner for over 20 years. I have found him to be extremely helpful in educating me about finances, how to secure a successful. comfortable retirement plan and always puts my wife and my best interests first. He is always available to address any and all questions I have. A conversation with Leo does not end unless he knows that you understand and are confident in the financial advice he has given. I have since recommended Leo to my mother and grandmother. With his advice and handling of my grandmothers finances she was able stay in her home and receive best in home Heathcare until her passing. Leo has strong Christian valves and a beautiful family. I continue to recommend Leo's financial services to friends and family.

My wife and I have known Leo (principal at Leon Financial Services) for about 20 years, and have been clients for about 18 of those. He has helped us with financing & refinancing properties, insurance and investments. We aren't his largest clients, nor do we have the longest relationship, but if you could be "the fly on the wall" you would never guess either. As our needs have changed he has helped us prepare for and meet those needs. We consider him a friend and recommend his services without reservation.

My wife and I have been affiliated with Mr. Gelain for many years. He has directed us financially and we have not been disappointed. We look forward to working with him for many years to come.