Customer Ratings & Reviews for Leiba & Associates Insurance & Financial Agency, LLC

Exceptional service with professional time management. Leiba & Associates gave me piece of mind right before the presidential election. I was able to transfer my old IRA that was losing money in the market to a safe annuity investment recommended to me by Mr. Leiba. He and his staff made me feel like family and helped my nerves settle without losing any more money. The entire transfer was completed in 8 days. I am very pleased. Grateful for the help. 

I was moved to work with Mr. Leiba after seeing one of his financial seminars in Boca Raton. I had received his seminar invitations several times, however, did not want to come to simply receive a free meal. I am a credited investor and only focus on investments I feel will support my portfolio through safety and calculated growth. Leiba & Associates exemplifies relationships. The 27 years of experience was discussed. The way they care for their clients was shown as a few of their current clients was in attendance. I was moved to schedule a follow-up client meeting at their Boca office on glades. At their office, I was greeted by Paula, who was simply a delight. The meeting was productive, clear, and all my questions were answered regarding the investment. Mr. Leiba is very detailed oriented and often questions your questions multiple times to ensure you understand the investment. I am now glad to be a part of the Leiba & Associates family.

I parted ways with my financial advisor of 18 years for Jason. The utter care he shows, the conservative approach he takes regarding investments, and all the many questions he asks you before he even gives his recommendation, proved to me that he cared about me and my family's investments. I never received this level of service from my old advisor. Jason returns every call timely and takes care of his clients. Attending his financial seminar at Ruth's Chris in Boca Raton was the best decision ever for Frank and me. We will be referring our neighbors and friends.

My husband and I have been clients of Leiba & Associates since 2020. Every year, we enjoy the client appreciation events, annual Thanksgiving pie giveaway, and Christmas party. Their admiration to their clients and having great customer service is their way to success. It's special. We love Jason and his staff! We just signed up for two additional investments to roll over the remainder of both our IRAs. The upfront bonus we received in 2020 was lower, but now it's double. We just wanted extra security knowing an election in November is near. 

Thank you to you all! - Heather

I reside equally in New York & Florida. Coming back to Florida this past April, I came across one of Mr. Leiba commercials on tv discussing annuity investments that keep your principal investments safe from market declines and risk. Being that we are upon an election year this November 2024, and most importantly, me retiring in late 2023, I did not want to lose sleep over my retirement not being safe.

I called him and scheduled a meeting. He's a great guy. We instantly hit it off discussing cars. Once we got back to business, I knew we would have a professional relationship for some time. Although Mr. Leiba, a new person in my life, I felt very comfortable. My instinct to move forward was slow at first, however I felt I could relate to him. He creates a sense of trust and peace as he answered all my questions.

Although our meeting was over 3 hours, he did not make me feel rushed. All of my retirement investment documents were reviewed thoroughly.  He also gave me his recommendation after asking me what my financial aspirations and family needs were.  That's what I liked. My needs were put first.

I would recommend Mr. Leiba for your investment needs. He is a true professional.

My husband and I attended Leiba & Associates' financial seminar in Jupiter. We were excited to hear the presentation as we just retired and moved to FL from Maine. Being very personable, Jason asked everyone in the room their names and made us feel welcomed. The investment was very generous and easy to understand. We made a follow-up client appointment. No pressure at all. Just great customer service and relationship building. 

I was referred to Mr. Jason from my sister Julie, who is a current client of Leiba & Associates. I'm a retired professor from the University of Miami and needed assistance with my qualified pre-taxed IRA after my retirement. I live in Miami so I was not sure if he would be able to come see me. However, he personally drove down the next day to Miami, from his Boca Raton office, to assist me with my Fidelity and Vanguard paperwork. 

I transferred my IRA and received a very large upfront bonus. I'm very happy with the care Mr. Jason took with me. I like that he reviewed the investment in simple terms I could understand. Every time I call him, he always answers my calls and makes me feel secure. I highly recommend Mr. Jason to you.

Mr. Leiba is amazing to work with! He's very patience. All my questions were answered and I'm happy investing my FRS and drop money from my retirement. When you become a new client of Leiba & Associates, his staff gives you a welcome bag with Godiva chocolates, corporate pens and notepads etc. They know how to make you feel special. Good to see a staff take so much pride in their work. 

 I found out about Leiba and Associates by receiving an invitation to his financial seminar.  I was very impressed, it turned out to be a very informative seminar.  I made an appointment for individual consultation, and Jason was very open, honest and patient in first assessing my financial situation and then explaining my options.  I immediately saw that his annuity offered was the perfect one to transfer my 401k to which had lost quite a bit over the past year due to the declining market.  With the generous bonus the annuity offered I was able to immediately recover my losses.  If you are looking to invest in the long term, safe from market downturns and with a very lucrative upside, Jason has the perfect product for you.  I really got the feeling he cares about his clients and their financial security and peace of mind are important to him.  Above all that, Jason treats you like a friend, you’re not just another client!  He cares about you, always follows up immediately, is always on time and very flexible with appointment scheduling, and always extremely friendly and professional.  When you become a client of Leiba & Associates, you become part of the Leiba & Associates family.  Pies for Thanksgiving and client appreciation events happen on a regular basis.    Thank you very much! 

Mr. Leiba and his staff were instrumental in helping my wife and I transfer and protect our IRA money with the Florida Retirement System. We were concern about market declines and losing more money, in additional to our 2022 loses. After working diligently for 27 years, we planned responsibly to save this money, enjoy our retirement and pass it on to our 5 children and grandchildren. We appreciate the help. 

Speak of perfect timing. I just retired October 31, 2022 and was looking for a safe investment vehicle to transfer my retirement from the school district of 38 years. I was referred to Mr. Leiba from my sister. He immediately called me to introduce himself and made me feel comfortable from the very start. I was also invited to attend his financial seminar in West Palm Beach. After the seminar, I felt at peace knowing my retirement money would be safe. No risk, no fees, and peace of mind. I would highly recommend Mr. Leiba to help secure your financial needs.

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!

Leiba & Associates was essential in helping me secure my peace of mind with my retirement as I did not know where to turn. I just retired from the City of West Palm Beach after 33 years. I attended Mr. Leiba's financial seminar with my brother and learned a great deal.  Up until that point, I was scared to open my 401K statement as I knew the market was doing poorly. I was able to transfer my retirement, tax-free without any issues. Thank you to you and your wonderful staff for their follow-ups and help.

Our interaction with Leiba & Associates has been nothing but productive and encouraging. With the market down year-to-date over 16% for 2022, my husband and I were watching our 401Ks dwindle right in front of our eyes. All those years of hard work were disappearing due to factors, ultimately, outside of our control. We were referred to Jason from our accountant who previously attended his financial seminar in Boca Raton. It was a breath of fresh air to know we had the opportunity to have our retirements safe with a Fixed-Indexed annuity. The annuity product ensured we would never lose our principal which gave us relief. We needed to stop the bleeding from market loses. That's exactly what your team did for us. Perfect timing.

As with many things in life, it is always good to get a second opinion.  I was with a financial advisor who was very attentive in the beginning then the attention faded away. I had attended a few other seminars, but things just never “clicked” with any of them.  In fact, they told me I would lose money changing now. I attended a seminar held by Jason and his team and was immediately impressed.  Being a retired Federal Law Enforcement Agent and possessing a degree in accounting, I have some knowledge in this area as well as being a person who deals with facts and proof.  I met with Jason and allowed him to examine my current financials.  He showed me how it would be an immediate advantage followed by a long-term gain in my position.  After looking at everything he presented it was pretty much a no brainer and I welcomed Jason as my new financial advisor.  He is extremely knowledgeable, attentive, and personable.

I'm retired from the City of New York and I had been looking for a Financial Planner. I have been to several financial seminars but when I met Mr. Leiba, he gave me that peace of mind I had been looking for. He is very professional and relationships to him are most important. I'm so grateful for all the guidance I received from Jason and his staff.

Jason was very positive in assisting me with my 403b investment. I had a lot questions as I depended on my husband for financial guidance. Since his passing, it's been difficult to know where to turn for help. My friend Matilda referred me.

I was scared to trust anyone but Jason made me feel safe and comfortable moving forward. I appreciate your patience.

Leiba & Associates guided me in the right direction with my investments. I was lost after retiring from the school district and wasn't sure who to trust and what safe investments to place my 2 IRAs in. I've worked hard and have been very conservative, so I wanted no risk nor fees.

When I attended the financial seminar, I thought it was going to be like all the rest - boring and pushy. Mr. Leiba was not that. He clearly informed us the benefits of making some, part, or all of our money safe from market declines. I did sign up and now happy I did. Great customer service.

We are very pleased with the service we received from Mr. Leiba. We were referred to his office from our neighbor who is a current investment client of Leiba & Associates. We simply needed additional life insurance as we just welcomed our twin granddaughters January 2, 2021. The process was made easy to get approved and we received a great rate. We secured a preferred health rating, which lead to a favorable monthly payment. Nice work.

I was introduced by a friend to attend a seminar about finance, so I decided to attend. Mr. Jason was transparent and precise. I learned a lot in less than an hour. Right away I decided to invest my 401K.

My appointment at the office was professional, more transparent, and I discussed what my plans were. Mr. Jason knew exactly which investment I should be in. I would recommend any one to the seminar. Thanks Mr. Jason for your humbleness. 

A true pleasure to work with! Very thorough and explains product details as many times as needed to ensure you understand your options. I was surprised by his knowledge, yet I respect his combined 23 years of experience. Thank you for my life insurance policy Jason. Like most, I'm guilty. I've been needing to get this life insurance done for years.

I am pleased to extend my experience with Leiba & Associates Insurance & Financial Agency. The staff was very helpful when greeting me at the financial seminar and made me feel welcomed. I selected to do business with Mr. Leiba because he was genuine, honest, and thorough when explaining details about the product. I'm happy I attended the seminar. I learned a great deal. 

I referred my sister to attend his next financial seminar.

We attended Mr. Leiba's financial seminar and thought it was too good to be true, like most. In doing so, we felt it behooved us to meet with him and get additional information. As mentioned in his seminar, all information he discusses is in writing and details are clearly explained. Within a 40 minutes meeting, we were able to make an educated decision with ease. I'm happy we did not walk out of the seminar skeptical and miss this great opportunity. Like the financial seminar invitation says, peace of mind is priceless.

I was referred to Mr. Leiba from my friend Bridget who attended his financial seminar in San Diego, California. She is now a valued client and always told me if I needed help with my finances, call Mr. Leiba - He will take care of you! Ironically, at the time I was just looking for additional information and was on my way back home to Florida. To my surprise, I was very happy to know Mr. Leiba has a West Palm Beach, Florida office and low and behold, a financial seminar invitation was sent to my home from Leiba & Associates. I thought this must be fate as last I saw him, I was 3,000 miles away in San Diego, Ca. I attended the seminar and Mr. Leiba greeted me with a big hug as he remembered me from San Diego. I tell you, he is huge on relationships and makes you feel cared for. I was so happy to know I found someone who would really invest the time to make sure I understood every detail of my investment. I'm VERY pleased with the outcome.

I would give you a 10 out of 10 rating if I could! Surely my pleasure. Thank you.

Excellent professional service and follow through. Very attentive to the needs of the client. Mr. Leiba was clear in answering all questions and I'm confident I will be pleased with my decision to move forward. 

I met Mr. Leiba on a flight from Los Angeles to Fort Lauderdale. After sparking up a conversation after he barely lifted his head from working, I asked his profession. He mentioned he helped secured his client's peace of mind through smart investing. Obviously curious, I asked for some advice as we had five hours to discuss any possibilities. As a recent retired software engineer, I was lost for direction where to invest my retirement. Mr. Leiba reopened his laptop and to my surprise, walked me through various options to invest my retirement safely. Key word - safely. I was impressed the care he would show a total stranger on a flight, let alone the care he must show his current clients. I was pleased to know I would earn a great bonus and nice return with no risk of principle lost. 

I would definitely recommend Mr. Leiba. He genuinely cares for you and is very thorough in his work. 

I received an invitation to attend Mr. Leiba's, "Secure Your Peace of Mind Today through Smart Investing" financial seminar and was curious due to the very generous bonus. I have never seen a bonus this high and attended other seminars in the past. Mr. Leiba's was the BEST! He has a nice tradition before starting each seminar were he ask everyone their name. He does this to build the client relationship as relationships are huge to him. He also gives a great introduction about his experience, firm, and how he loves to give back to kids and the community. 

I was very impressed to see a man working hard in San Diego, California when there are so many other financial professionals that are only interested to assist you only if you are rich. Mr. Leiba makes everyone feel comfortable - even a retired Kaiser RN with 45 years under her belt. I felt happy to attend a financial seminar where the financial content was clear, precise and easy to understand. The seminar was also only 55 minutes; not long at all. I was more than comfortable to do business and trust my retirement with this reputable company. Thank you Mr. Leiba for your professionalism and grace. Wonderful professional you are.

I was inclined to write a testimonial for this exact reason - Trust. I have been lead a stray in the past and was uneasy of working with and trusting any new financial professional. Mr. Leiba took the time to explain every detail about my financial retirement opinions and was patience with me through my numerous questions. I have peace of mind now knowing you care and feel comfortable with your 21 years of experience.

Thank you.

Interestingly enough, I met Jason in Costco. He was dressed nicely so I curiously asked him what he did for a living. He mentioned he was in insurance and finance and we sparked a conversation -  in Costco of all places. I informed him I was retiring in a month and he invited me to one of his financial seminars the next week. Oddly, I receive invitations to financial seminars all the time, however, I do not wish to be that person that just comes to eat and leave. I don't think that's right at all. 

As a retiring doctor, I was more than pleased to learn more about financial freedom and finding conservative ways to make my assets grow safely. Jason was extremely informative and I learned a good deal. His seminar was great and easy to follow. My sister and I made a follow-up appointment and we both invested our retirements. I find it ironic I found you in Costco but sure happy I did. Timing is everything.

We earned a huge bonus on our annuity and we are extremely happy with the service we received from Jason and his supportive staff. We have already referred our neighbors. You truly treat your clients like family. We are also looking forward to our pumpkin pie.

We appreciate you!

Jason Leiba is a perfect blend between professionalism and being personable. We have never been rushed and every question is welcomed and answered - and we had many! We enjoyed the financial seminar and learned a great deal more when we scheduled a follow up meeting in our home. I actually attended the seminar because my significant other was looking for the right product for some investment money. I did not think I had anything to invest but found out that I was able to move an existing IRA account over to the product Jason recommended. 

We both made a large profit overnight with an initial bonus and now have much more earning potential. We are very excited about our annuity and our future retirement. Anyone that meets Jason will quickly learn he feels strongly that peace of mind is most important and that is exactly what we have now since working with him. 

In addition, you wont find a more organized, responsive, ethical or caring individual. It is very apparent that Jason cares a great deal about his clients' well being and them having a secure future. We feel as though we have expanded our family through our relationship with Jason and we are so thankful for his guidance, expertise and friendship.

I live in Coronado, San Diego and attended a financial seminar with Leiba & Associates Insurance & Financial Agency. I was happy that I was able to obtain a great deal of information from the seminar as I just retired. After the seminar, I immediately set up an appointment to meet with Mr. Leiba. He assisted me with earning an extremely generous bonus on my investment! 

So grateful for your assistance. Thank you.

My wife and I were formally invited to a financial seminar in La Jolla by Leiba & Associates Insurance & Financial Agency. As an of age retired Judge and wife an Attorney, we receive several seminar invitations in our free time.  Yet, we were impressed with Mr. Leiba and his experience. His seminar was one of the best we have attended. 

After our subsequent meetings at his office, we decided to transfer both our Fidelity accounts. We felt very comfortable with the company he recommended as they have a great proven track record for investment growth. We were also pleased to find we would receive an extremely generous bonus on our safe annuity. 

Linda & I would like to personally thank you Mr. Leiba for your trust, care, and relationship. We appreciate your character and business acumen.