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Leon Almeida

ChFC®, CLU®
  • Investment Advisor Representative
  • Financial Planner
    CA Insurance License #0M87500 | AR Insurance License # 16415836

 

Values

Integrity: By putting our clients first, we help ensure they are prepared for their financial futures.
Flexibility: Every client is a unique individual with their own unique point of view. We respect that.
Commitment to Excellence: Small steps each day can lead to big strides overtime.
Humility: Our clients entrust us with their most important financial decisions. Nothing could be more humbling.
Gratitude: We strive to leave every client situation better than we found it. It’s the least we can do.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications & Personal

• Holds the series 7, 63 and 66 Securities Registrations
• Licensed to offer Life, Health and Annuities
• Graduate of the State University of New York at Albany
• Board Member for the Community Resource Council
• Resides in New Jersey with his spouse Peri and his children, Max and Grant

I am licensed to offer fixed insurance products and services in NJ. State Licenses vary. Domiciled, NJ 

Office of Supervisory: 186 Wood Ave S, Suite 301, Iselin, NJ 08830 Tel: 732-623-5700 

Leon Almeida

ChFC®, CLU®
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Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

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