Congratulations Leo
On Being Named a
2009 FIVE STAR Wealth Manager
Leo A. Gotleib
Suite 103
Cherry Hill, NJ 08034
(800) 644-4204
(856) 482-6100
(856) 482-5362
www.invest2retire.com
Adding the Personal Touch to Retirement Planning
- Determine affordability of retiring and transition clients into retirement
- Customized portfolios to define and achieve each client’s financial goals
- Superior client service and 90-day portfolio reviews
Area of Focus: Transitioning employees and executives into retirement
Designations: Certified Financial Planner
Advisor is licensed/registered to do business with U.S. residents in the states of: NJ
Securities offered through Securities America, Inc., Member FINRA/SIPC, Leo A. Gotleib, Registered Representative. Advisory services provided by Securities America Advisors, Inc., Leo Gotleib, Investment Advisor Representative. Gotleib & Associates, LLC and the Securities America companies are not affiliated.
Gotlieb & Associates, LLC and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Gotlieb & Associates, LLC clients. Actual client results and experiences will vary.
What does it mean to be named a FIVE STAR Wealth Manager?
FIVE STAR Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.