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3/5/2023
After losing over 17% in my Empower IRA in 2022, I was scared of how much more money I was going to lose in 2023. I spoke with my neighbor, and she referred me to Jason. She is a current client of Leiba & Associates and assured me Jason would take excellent care of me. I received a call the next day and instantly liked Jason. Not only is he knowledgeable, but he was also upfront and honest about my portfolio and how to make it safer from future market declines. We are not multi-millionaires, but the money we do have; we want to make sure it's safe. We were given that security by Jason. I rolled over my IRA and received a big upfront bonus that helped me make back a good amount of my loses from last year. Relieved is an understatement.
John & Rachel N.
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2/19/2023
Highly recommended! I have nothing but great things to say about Leiba & Associates' staff in West Palm Beach. The ladies made my Roth IRA transfer effortless. And Mr. Leiba was right there giving me the reassurance I needed. 5 stars!
Hannah & Joel P.
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2/17/2023
Jason is the best. My daughter and I attended Leiba & Associates financial seminar in Boynton Beach, Fl at Baciami's Italiano and was very happy we did. He was actually standing at the entrance of the seminar room to greet us and all the other incoming guest. What a personal touch. The seminar was informative and I was able to take away a lot of great pointers, especially the part about keeping my money safe from market declines and saving for a rainy day. I will have to say, most advisors are very pushing; Jason was not! He treated us like he knew us for years. That's the relationship I want. I look forward to working with you for many more years to come. Thank you my friend.
Janice & Michelle K.
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1/6/2023
You never know where to turn as a single person for the right financial product. Not having a husband or advisor, I've always been worrisome of other's financial advice. It wasn't until I was invited to a financial seminar from Leiba & Associates that I realized I needed to start listening. Although my investments were not very large, Mr. Leiba made me feel like a million dollars. He helped me and treated me with respect and dignity.
Allison A.
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1/6/2023
I have never met an advisor like Mr. Leiba. He was very patient, attentive, and responsive to all my financial needs. I may have asked him 50+ questions regarding my IRA, upcoming retirement, and the next steps to protect and secure my investment from market declines. 2022 was a very bad year for most. My account personally went down 14.73%. I was pleased to know Mr. Leiba, through his annuity investments, was able to give me a very large upfront bonus which covered my portfolio percentage lost. I ultimately came out ahead financially. The best decision was attending your seminar!
Joan & Richard T.
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