March 18, 2015
I’ve known Leo for 11 years and throughout this time his professionalism, integrity, skill and caring attitude has allowed me to focus on my career knowing that my money was in good hands.
Leo makes it a point to know his clients well. For instance, his advice was appropriate for the different phases of my life. There were times when it was important for me to be more of a risk taker and other times when it was best to be more conservative.
This fine balancing allows me today to reap the benefits of past careful planning.
I wholeheartedly recommend Leo!