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What Others Have To Say...
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.
"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.
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!
I feel very blessed that I found Anthony...
I have been looking for a financial coach for a long time. I have had meeting through my work, but those meetings never went beyond the initial interview.
Anthony was very supportive and gave me advice right away that fit my living and financial circumstances. He was clear in his strategy and came up with a solid plan that I could actually understand.
He showed me a way where my assets can be used to help me meet both my short and long term financial goals while at the same time meeting my preferred involvement in setting those goals.
I feel very blessed that I found Anthony and am looking forward to see what more he can do for me in the years to come!
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.
"I will not hesitate recommending him to anybody..."
For the last 10 years Anthony has been providing my family sound planning apart from being a trusted friend. I will not hesitate recommending him to anybody who needs direction in terms of their finance. Thank you for all you do and we wish you more success!
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!
"Takes the complexity of the financial jargon, and makes it simple to understand..."
Anthony has been my dedicated professional "Money Guy" for myself wife and family for the past 10 years. He is committed to my family's financial success needs and is very dependable. Anthony is very passionate and has an extensive knowledge in the financial wealth industry. His approach is very professional, friendly, patient and honest. He takes the complexity of the financial jargon, and makes it simple to understand. This makes me very comfortable and confident as a customer. I would recommend him to my family and friends. You won't be disappointed with his service.
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!