Leo Gotleib's Contact Details

Leo Gotleib's Company Details

Gotleib & Associates

N/A, , US • 5 - 9 Employees
Financial Services

Gotleib & Associates Retirement Planning is part of a national network of retirement planners who specialize in transitioning employees from large corporations into retirement. Our customized, educational workshops allow employees to learn strategies designed to help get the most out of their company pension plan and prepare for a financially secure retirement. We believe in providing a personal approach to servicing our clients. When calling our office, you will be greeted by a friendly voice willing to assist you. We believe you are important enough to personally answer your call rather than having a computer requesting your PIN number. It is this personal service that has enabled us to retain long term relationships with hundreds of clients.Gotleib & Associates Retirement Planning is made up of a team of qualified financial professionals and clerical staff who strive to make our clients feel important. We want each person who hires our firm to realize they have made the right decision.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.(www.finra.org, www.sipc.org) Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) or Bridge Wealth Advisors, LLC. Kestra IS and Kestra AS are not affiliated Bridge Wealth Advisors or Gotleib & Associates. This profile is published for residents of the United States only. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Compliance department at 737-443-2582.For a list of states in which we are registered to do business, please visit www.invest2retire.com