Leo Wealth Management - Staten Island (NY)

5 /5 Lisa Michael: 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.

5 /5 Jack Conca: I have been a client of Leo Wealth Management for the past 10 years and Im extremely satisfied. Im Highly impressed with Jims expertise and personalized approach to wealth management as well as the level of support and transparency. Jim has definitely helped my family accumulate wealth as I get ready for retirement. I HIGHLY Recommend !

5 /5 Cathleen Izzo: Jim Leo has been my financial advisor for 10 years. Hes helped me with all my financial planning including preparation for retirement. Jim is intelligent and easy to talk to. Hes always available to answer questions or discuss ideas. He is a top notch professional. I would highly recommend Jim and Leo Wealth Management.

5 /5 Roberta Chiffriller: My wife and I have been using James Leos 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

5 /5 Maureen D: It is a pleasure to recommend Jim Leo for your financial needs. I have been a client for many years. He is both professional and knowledgeable. Jim has provided direction and advice regarding many financial issues over the years.