ABOUT US

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Primary Purpose

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Knowledge is Power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.

Our Philosophy

At Leon Financial Services our focus is you. We are here to help you work toward achieving your goals, your best interest is the only thing that matters to us, after all, we are fiduciaries. 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. At Leon Financial Services we have the experience and the know-how to navigate through the rough waters of volatile markets. The markets might go up and down, but we remain steady at Leon Financial Services.

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.