leon financial services

Our Focus is YOU.

Our priority is helping you take care of yourself and your family. At Leon Financial Services we do NOT believe in cookie-cutter solutions, there is NO such thing as one size fits all when it comes to your financial situation. Our solutions are tailor-made to you and your unique lifestyle, and we will update your plan as your life changes.

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The values we live by.​

At Leon Financial Services, we embody the strength, integrity, and wisdom of the lion in our effort to deliver unparalleled financial services. Our business is run on the commitment to empower you on your financial journey and to help you provide income for the lifetime of your retirement.

Trust

The lion is a symbol of trust and at Leon Financial Services, our priority is to build a strong, open relationship with all our clients. A foundation of trust is the cornerstone of our success.

Strength

Lions are known for their strength and resilience and our goal is to offer our clients strong financial solutions that withstand the test of time. We want to empower you to face the economic landscape with confidence.

Wisdom

Not only are lions a symbol of power but also wisdom. We bring a wealth of financial experience to guide you through the complex decisions you face when creating a financial strategy. We use our knowledge to help guide you toward making informed choices for a secure future.

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Who We Are

Our team of professionals has years of experience in financial services. Leon Financial Services can help you address your needs today and for many years to come. We look forward to working with you.

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Discover Hidden Opportunities

Leon Financial Services will work with you to explore your options and determine which ones fit your strategy. Our entire team works hand-in-hand with you and always acts in your best interest, keeping all your goals and dreams firmly in mind.

Our Services

Resources

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Where do you want your financial roadmap to take you?

We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

let's start your journey

Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors LLC are subsidiaries of Grove Point Financial, LLC. Leon Financial Services is not affiliated with Grove Point Financial, LLC or its subsidiaries. Financial Professionals may only discuss or transact business with residents of state(s) and jurisdiction(s) in which they are properly registered or licensed. Click here to view Form CRS.

Index annuities are not a direct investment in the stock market. They are long-term insurance products with guarantees backed by the claims-paying ability of the issuing insurance company. They provide the potential for interest to be credited based in part on the performance of the specified index, without the risk of loss of premium due to market downturns or fluctuations. Index annuities may not be appropriate for all individuals. Withdrawals may be subject to federal and/or state income taxes. An additional 10% federal tax may apply if you make withdrawals or surrender your annuity before age 59.

Indexed Universal Life Insurance guarantees are backed by the claims-paying ability of the issuing insurance company.Before purchasing be sure to ask about the life insurance policy’s features, benefits and fees, and whether the life insurance is appropriate for you, based upon your financial situation and objectives.

5 Reasons for FIUL
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6 Common Retirement Planning Mistakes
6 Common Retirement Planning Mistakes Download
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How to Keep Your Nest Egg Safe
How to Keep Your Nest Egg Safe Download
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