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Jacob M. Leon, CPA/PFS CFP®

Investment Services

 

When the time comes to invest your money, who better to advise you than your Certified Financial Planner? At Jacob M. Leon, CPA/PFS CFP®, we can help you to develop an asset allocation plan designed to meet your financial goals. As part of the process, we will clarify your investment options and will recommend appropriate financial vehicles. Once your plan is created, Jacob M. Leon, CPA/PFS CFP®, can implement, maintain and monitor your investment portfolio. In addition, we will structure an asset protection portfolio designed to achieve your financial goals and objectives.  Of course, all of your decisions and selections will be placed within the framework of wise tax planning.  These are a few of the investment services we offer:

  • College, Retirement, and Estate Planning

  • IRAs, SIMPLEs, 401(k)s, SEPs, KEOGHs, Corporate Pension Plans

  • Life and Estate Insurance

  • Mutual Funds, Annuities, Stocks & Bonds

  • Brokerage Services

  • Asset Allocation

  • Asset Protection

 

NEED HELP PLANNING YOUR FINANCIAL GOALS?

 

We can assist you in the process of Financial Planning by: 

  • Organizing Data

  • Performing Analysis

  • Assisting in Decision Making

  • Providing Suggestions and Recommendations

  • Assisting in Goal Setting

Just send us an e-mail with your NAME, ADDRESS, PHONE NUMBER and FAX NUMBER and we'll fax you a copy of our questionnaire to fill out.  Click here to send your e-mail.

713-333-7477 phone                713-589-3160 fax

 

Securities and Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC.
 NFP Securities, Inc. is not affiliated with Jacob M Leon CPA/PFS, CFP®.  NFP Securities, Inc. does not provide legal or tax advice and is not a Certified Public Accounting firm.

This site is published for residents of the United States only.  Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of states and jurisdictions in which they are properly registered.  Therefore, a response to a request for information may be delayed,  Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.  For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.