Leo Wealth Management

"When my family first started out, ensuring our financial security was a top priority. We were fortunate to be referred to Jim Leo by a friend. From our initial meeting, we found Jim to be not only knowledgeable, but also incredibly patient and thorough in answering all of our questions. He never pressured us into any decisions and was always attentive to the management of our portfolio. Years later, we are grateful for the trust we placed in Jim Leo. His services have been invaluable, and he has also provided excellent referrals for other services we have needed. I highly recommend Jim Leo as a financial advisor."

"My wife and I have been using James Leo's financial services for close to a decade. Upon first impressions, his big smile and congeniality immediately put us at ease. He showed great interest in getting to know us and our wants and needs for our financial future. He listens carefully to our questions, and is an excellent communicator. Jim has a positive attitude and a willingness to go the extra mile for his clients. His consistent performance and ability to be relied upon in a variety of situations is very much appreciated. We highly regard him for his integrity both within and outside his company. He shows a strong work ethic, exceptional dependability, we both highly recommend him. Kevin & Roberta Chiffriller"

"Jim has been my financial advisor for over 5 years, and I could not be more pleased. Jim has been an incredible listener who has helped me prepare for my retirement and who has reassured me of a secure future. Thanks for giving me peace of mind!"

"We have been working with Jim for over 10 years. He is transparent, service-orientated and has provided valuable advice as our family wealth has grown. I would highly recommend Jim and Leo Wealth Management!!"