January 27, 2015
I have worked with Leo Belmonte and Security Financial Services & Investment Corp. for several years. During that time I have had several meetings with Leo which have served a number of purposes including retirement planning, retirement expectations and long term planning with great success. He also looks for creative ways to reduce your taxes His expertise and attention to detail with which he has handled my financial affairs could not be faulted.
Leo always explain everything thoroughly and I never felt uncomfortable asking questions or expressing an opinion. If I didn’t understand something he would explain it in layman terms. He makes me think and feel I am the most important client to him….although all of his clients are important.
I get personalized attention and the whole team is thorough, professional and friendly.