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Leon Financial Services
- Investment Service
- St Charles, MO
About this business
At Leon Financial Services LLC 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. At Leon Financial Services LLC 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 t... read more
Location details
1480 Woodstone Drive, Suite 204, St Charles, MO, 63304, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Leo has managed my financial planning and retirement account for over 10 years. While Leo was not my first financial advisor, he has without a doubt provided me with the best experience of any advisor. During my first meeting with Leo, He displayed a professional and caring attitude that I had not experienced before in a financial advisor. He skillfully asks questions that help him and even me better understand what I want my financial situation to look like when I retire. He makes sure I understand all that is being pres... read more
My wife and I had not had contact with our previous financial services company for almost 20 years! No calls, no check ups, nothing! Leo shows up at my door approximately 4 years ago representing the previous company and apologizes for the lack of contact from the previous financial planner and asks us to give him a chance to prove what he could do for us. I have to tell you, I really raked him over the coals! I was reserved to the fact that I was not going to get screwed over again. I'm so glad that we gave Leo a chance.... read more
Leo Gelain has been my financial advisor and planner for over 20 years. I have found him to be extremely helpful in educating me about finances, how to secure a successful. comfortable retirement plan and always puts my wife and my best interests first. He is always available to address any and all questions I have. A conversation with Leo does not end unless he knows that you understand and are confident in the financial advice he has given. I have since recommended Leo to my mother and grandmother. With his advice and hand... read more
My wife and I have known Leo (principal at Leon Financial Services) for about 20 years, and have been clients for about 18 of those. He has helped us with financing & refinancing properties, insurance and investments. We aren't his largest clients, nor do we have the longest relationship, but if you could be "the fly on the wall" you would never guess either. As our needs have changed he has helped us prepare for and meet those needs. We consider him a friend and recommend his services without reservation.
Leo has been my financial planner for my retirement and non-retirement accounts for the past 10 years. He has passion, knowledge and a genuine interest in achieving the best for his clients! What really impressed me was the way he took the time to get to know me and my needs for the future. His professional, ethical and caring demeanour elicited my trust and respect and I gladly recommend his services to others.
Frequently asked questions about Leon Financial Services
How is Leon Financial Services rated?
Leon Financial Services has a 5 star rating with 13 reviews.
When is Leon Financial Services open?
Leon Financial Services is closed now. It will open on Monday at 8:00 a.m.