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Leon Financial Services LLC is a financial services firm located in Weldon Spring, MO. We offer a wide range of financial services, including portfolio management, retirement strategies, risk management, smart tax approach, financial planning, financial education, life insurance, social security strategies, small business ownership, and cash flow analysis. We are committed to providing our clients with the best possible service and helping them achieve their financial goals. We believe in tailoring our solutions to each ind... read more
500 Huber Park Ct, Suite 209 & 210, Weldon Spring, MO, 63304, United States
Get directionsWeekday | 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 is a personable financial advisor… he cares about his clients and their futures… he treats people as if they were family… I would highly recommend him to family members and friends…
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
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.
Leon Financial Services LLC has a 5 star rating with 14 reviews.
Leon Financial Services LLC is closed now. It will open on Monday at 8:00 a.m.