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What stood out to me the most about this team is their level of professionalism and integrity!

We met Anthony & Leo through a mutual friend Mahr, who we’ve known for quite sometime. At the time I was looking to begin saving for my daughters education and for insurance on my mortgage.

What stood out to me the most about this team is their level of professionalism and integrity. As a personal client 8 years later, I can say that Anthony & Leo continue to demonstrate dedication and top-level support. They will give you their honest opinion about any concern with financial decisions. I value their friendship and coaching!

I have mutual funds with Leonardo and my experience has been great. He has always answered my inquiries very promptly and it is very transparent and honest when it comes to financial advice.

"Will go beyond what is expected of him to deliver results..."

We have been dealing with Anthony on various investments over the last several years. Anthony is extremely supportive of his clients, and will go beyond what is expected of him to deliver results. He has always had an intense desire for success in the midst of meeting and overcoming challenges that take place in the economy. Anthony is not afraid to put in whatever time is necessary to accomplish any task while staying focused on results at hand. His skilled combination of communication, organization and dedication, coupled with his unswerving work ethic is advantageous to anyone seeking his advice. He also injects a sense of camaraderie and fun which is infectious and makes him a pleasure to deal with. We highly recommend Anthony without reservation as we have a great deal of respect for his integrity and financial knowledge.

I highly recommend getting a plan if you’re just getting started...

This team has been so great to our family. I highly recommend sitting down with them especially if you’re just getting started because they will tailor the perfect money strategy for you. This team is a group you want to have in your corner especially if you need that extra sense of security like I did!. Thanks for everything, our life is completely different because of you guys!

They were life-changing...

10 years ago, we experienced a sickness in our family in which we wanted to support our parents by managing the family finances. At the time, we were overwhelmed financially. Our knowledge was minimal and we were unsure where to begin. The group was life-changing. They helped us organize, analyze and formulate a financial game plan which helped us immensely. Through the years we learned how to tackle debt in a strategic way, save for emergencies and invest in our future. I feel much more knowledgeable, comfortable and in control of my finances. I and grateful to have this team as my money coaches as they are all kind, hardworking, trustworthy and reliable. I know I can always rely on them for expert advice!

"I admire their values and integrity, truthful and always act with fairness..."

I've known Anthony and Ginette over the years and what I like about these couple is their undying dedication and love to help families not only people from our community but to everybody. I admire their values and integrity, truthful and always act with fairness all the time.

He always makes me feel comfortable talking about my finances...

Leo is great! He always makes me feel comfortable talking about my finances and always shows how much he truly cares about me as a client and how much he wants me to succeed. He is very trust worthy and I am very happy with the results he has shown me. I would say if you’re unsure of what to do with your money and don’t want it sitting in the bank, you have to go talk to him! He will help you make an informed decision and you will be confident with how your money is invested!

Even when I did not understand many things

Leonardo was very helpful. Even when I did not understand many things he took his time to explain each thing carefully and in better terms that I would be able to comprehend. Another thing that I would like to note is that he is very organized, all concerns were addressed and handled efficiently thanks to his organizational skills. It was a pleasure working with him, I will surely recommend him to my family and friends. Thank you!

If you want to find a fast and faux solution, he is not the one for you...

Mutual Friends Leo impacted my life as a business partner tremendously. I had many questions regarding the financial world and with time, helped me navigate through the discourse. Experience and wisdom is what I found, I am confident that I have to capitalize on the time I have with Leo. His advising and administrative skills are top notch and I would be jealous if another business partner took his time from me! Nevertheless, bound to happen. If you want to find a fast and faux solution, he is not the one for you. Instead Leo will provide you meaningful methodology, techniques and a steady foundation to cope with the evolving financial climate.