Customer Ratings & Reviews for Leiba & Associates Insurance & Financial Agency, LLC
We have been to several financial presentations & none gave us easy to understand information until we went to Jason's. After scheduling a meeting at our home, not an impersonal office, he showed us how we could confidently make our money work for us. He is totally engaged with his clients, answers all calls promptly, very professional & most importantly, explains every step. He has inspired us financially, like no other. We consider Jason not only an advisor, but our friend.
Steve & Linda K., Lake Worth, FL
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.
Melody L., Virginia Beach, VA
Mr. Leiba and his team Mrs. Yepez and Hillary helped me greatly. They were all a pleasure to work with from the very start me attending the financial seminar in Boca Raton. I had a very complex situation as I had 4 IRAs from three previous employers. I never bothered paying attention to the statements until I attended Mr. Leiba's financial seminar and learned it's important to know my standing. I learned, it's important to have security with your finances. Leiba & Associates helped me realize that. I appreciate you all with the transfer follow-ups and attention to detail.
Lynn B., Deerfield Beach, FL
Thank you Mr. Leiba and assistant Paige for your exceptional service regarding my investment. I had a ton of questions but you were patience and made me feel comfortable. I'm happy I attended the financial seminar with Susan and we both now have peace of mind. As you always say, peace of mind is Priceless!
Eleanore S., Miami
We attended Mr. Leiba's powerful financial seminar in Boca Raton, Florida. My wife and I frequent Florida, by way of New York seasonally as newly retired judges. In recent months, our concerns arose where we would feel most comfortable investing our retirements. We've both served on the bench collectively over decades, thus our nest egg was imperative to protect. Covid-19 and the upcoming presidential election made it most relevant to find the safest risk-free financial vehicle to invest. This seminar gave us the security we sought. I was enlighten that the presentation was very informative and easy to follow, yet understand. Mr. Leiba and his warm staff gives the seminar a relaxed feel as to not expend one with too much information at once to overwhelm attendees with uneasy investing knowledge. The seminar was a pleasant balance of detailed informative educational material, with a class of professionalism and sincerity for relationships from Mr. Leiba. Very articulate and knowledgeable in his delivery. As aforementioned by you that evening, peace of mind is priceless. You indeed gave my wife Ellen and I that opportunity. Our future assets are secure. We are very pleased.
Russell & Ellen W., Boca Raton, FL
Clearly, I was misinformed about fixed indexed annuities. After attending Mr. Leiba's financial seminar in Boca Raton and the subsequent follow-up appointment, I was impressed by it's large upfront bonus, annual liquidity, and most importantly - the notion of knowing I would never lose any of my principle. After retiring six month ago, I have been attending financial seminars regularly to educate myself on finances. I'm glad I decided to attend his seminar. Mr. Leiba helped me greatly, answered all of my many questions and took the time to explain everything thoroughly. He cares about his clients and treated me like family.
Christina I., Boca Raton, FL
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.
Harold & Matilda S., Weston, FL
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.
Wymona M., Royal Palm Beach, FL
Mr. Leiba was essential in helping me with my retirement from the government after 31 years. I had no idea it would be so stressful finding answers where to reinvest my retirement safely. Mr. Leiba made the annuity information clear and gave me realistic expectations. I'm very happy with my choice. Thank you for taking care of me.
Rosemary B., West Palm Beach, FL
We are happy to share our experience with Leiba & Associates and how they helped us secure our peace of mind through smart investing with our retirements. My sister and I are twins and we do and review everything together. When we received the invitation to attend the financial seminar in West Palm Beach, we did. We loved the restaurant and how the staff Paige and Jennifer were so welcoming into the financial seminar. The financial information we received from Mr. Leiba was greatly appreciated. After the seminar, my sister and I both made an appointment and its been a delightful ongoing process. The Leiba & Associates West Palm Beach office is near our home in Haverhill so it was an easy commute. We both received a very generous upfront bonus we are pleased with just starting into 2021. We love you all treating us both like family.
Lydia R & Gloria R, Haverhill
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.
Tina G., Jupiter, FL
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.
Wilma Z., Coronado, CA
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.
Michael & Nydia G.
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.
Joanna W., West Palm Beach, FL.
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.
Logan W., Miami, FL.
It is indeed my pleasure to recommend this outstanding company ” Leiba & Associates” to individuals searching for a trustworthy company. Mr Leiba works tirelessly in gearing his clients’ investments In a direction that brings peace of mind knowing that their finances are secured. My interest was sparked when I read about the huge bonus on annuities. I attended the Seminar out of curiosity (more so than a true interest in investing). I really was coming from a place of mistrust, disappointment and utter disgust with the past experiences I had had with poorly performing annuities and Insurance Agents that took a Laissz-faire attitude. I had invested and lost several thousands of dollars in annuities, and I really was of the mindset that “no more Annuity for me ever”. After I attended the Seminar and met Mr Leiba in his office for a one on one meeting, I decided I would once again invest in an Annuity, but this was not an easy decision for me. I went through weeks of sleepless nights thinking about what I was about to do, it was a terrifying period in my life, but I know life involves taking risks. I just felt a sense of calmness and trust with Mr Leiba that I had never experienced before. I took a leap of faith. I did come on board with Leiba & Associates. The generous bonus seems surreal , but it’s real. I finally feel at ease and relaxed knowing my finances are secured. Finally, I have peace of mind. I am proud to be a client of his. He is also approachable, responds quickly to his clients’ needs. He’s family oriented. I finally found a man that exemplifies what professionalism should be.
Y Lawrence, Wellington, FL
Met with Jason initially through invitation to seminar at Ruth Chris in West Palm Beach. Good information at seminar led us to other meetings in which Jason reviewed several investment strategies for our retirement. We feel comfortable with the products presented. Jason was knowledgeable and illustrated everything for better understanding. Have no reservations referring others to this agency.
D. Fanfan, Wellington, FL
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.
Samantha P., Redondo Beach, CA
Extremely proud and satisfied the attention Mr. Leiba gave me regarding my investment. Also pleased with the big bonus I received, very generous in this volatile market. Thank you again to your wonderful staff and client family atmosphere.
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.
Abigail R., La Jolla, CA
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.
Norman T., Palm Springs, CA
I was referred to Mr. Leiba through my close friend Albert I trust. I immediately felt comfortable with him as he formally introduced himself over the phone the next day and invited me to his financial seminar. Now, Albert and I served together so I trust his judgement. Well, he was right. Mr. Leiba is a true professional, very knowledgeable and loves his clients. As he says, he treats us like family. I appreciate your help, it did me well.
Great professional with 21 years experience! You can definitely tell the difference. Good to have a financial guru that will be direct and tell you what you need to enhance your financial horizon. Highly recommend!
Nate K., San Diego, CA
I attended the financial seminar held by Mr. Leiba in Del Mar -San Diego, California. I was pleasantly surprised how informative the seminar was. Mr. Leiba was personable and clear in his delivery, very professional, and not pushy at all. I like that he is big on relationships and made me feel comfortable to move forward with a follow-up appointment. I signed up for the annuity with confidence.
Bridget M., San Diego, CA.
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.
Georgia N., Los Angeles, CA
Wise beyond his years and highly respected. Thank you for assisting me and spending the time to be transparent regarding my new investment. I feel safe now. Also appreciate the handsome bonus.
Celeste F., Costa Mesa, CA
Fantastic customer service and follow up. I was looking for life insurance for my family as I just had twin girls. Mr. Leiba went out his way to assist me coming to my home. I was approved for a million dollar life insurance policy that gives me the peace of mind I needed. I appreciate your help.
Lee P., Santa Monica, CA
I met Mr. Leiba at his financial seminar in La Jolla, California. I was near retirement and was scared to put my money in the market because of it's volatility. My wife was pleased with his knowledge and scheduled a follow-up appointment. We are very happy with your service and thank you knowing our nest egg is safe from market declines and risk.
Frank & Colleen W., La Jolla, CA
Very knowledgeable, passionate, and invested in his career of 21 years. I have worked with several insurance and financial individuals over my 71 years, and Jason has to be one of my top 3. He listens, asked the right questions, and helps you settle your nerves when it comes to investing. He was patience with me as I had a ton of questions. I trust Jason implicitly with my retirement. He recommended the #1 annuity. After reading all the brochures, I was very comfortable moving forward and investing. Great job.
I've been to several financial seminars in the past and Mr. Leiba's was the best. He is very personable and relationships are very imperative to him. So much so, he jokes about giving his clients pumpkin pies on Thanksgiving. I invested in the recommended annuity and received an astonishing bonus - I was elated! With the stock market being so volatile in the last year, I wanted a safe risk-free investment I could trust. Mr. Leiba did that for me. He helped me secure my piece of mind. Thank you.
Florence T., Virginia Beach, VA
I was referred to Jason from one of the teachers in our school district. I was happy to work with him as I already knew he was appointed by the district. I was looking for life insurance for myself and my family. Peace of mind is priceless and that's exactly what he told me. I was able to get life insurance for myself, husband, and four children at a phenomenal rate with multiple discounts. I'm glad I found Jason!
I went to a seminar after receiving an invitation. Jason was very professional and answered every question fully. I invested my money back in March 2017. I received a high annuity bonus. He returns my emails and phone calls immediately. I've referred friends to him and they are very happy with him and their results also.
Gail R., Palm Desert, CA
Got a post card from the company in the mail. Attended the seminar and was very impressed with Jason's presentation. After seeing it, I invested. Jason delivered on everything he promised. I recommend him, he was so informative that my wife and I invested more.
Jack R., Palm Desert, CA
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!
Cameron & Linda J.
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.
Kim & Doug C., Palm Desert, CA
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.
I met Jason Leiba at a financial seminar in Rancho Mirage. I had been very impressed by the presentation and also wanted to place my money into a safe investment vehicle. This company has been around for many years, and I became an investor since the ups and downs of the stock market did not appear a good solution for me. Jason has guided me and been there for me when I had questions and it turned into a nice working relationship. I really appreciate the attention I have received from Jason Leiba.
Sonja L., Diamond Bar, CA
Mr. Leiba is a great teacher at his craft. He spends the time to educate you on each investment option that is best for you. On several occasions, he has given me suitable recommendations to ensure I had more than enough assets for a rainy day. He cared about my well-being. Thank you Mr. Leiba for your knowledge and relationship. I would highly recommended your services.
Melissa J., Palm Springs, CA
I attended the Secure Your Peace of Mind Today Through Smart Investing Seminar in Downtown San Diego. I was elated to know such time and effort went into Mr. Leiba's financial seminar. He is extremely knowledgeable in his craft and explains investments in such a way you can clearly articulate. He also helped me earn a high annuity bonus! I can't say enough how grateful I am I met Mr. Leiba. His seminar was the best I ever attended. Gratefully, thank you to you and your warm staff.
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.
George and Linda T., Scottsdale, AZ
Jason Leiba is the most caring individual. He really takes care of his clients just like they're family. I truly am grateful for the guidance Jason has provided since becoming a widow two years ago, I feel confident in knowing my children's future is secure.
I was formally introduced to Mr. Leiba and Leiba & Associates Insurance through a trusted business partner I've known for over 30 years. I was in the market seeking new investment opportunities and understood Leiba & Associates could assist me. Mr. Leiba sat with me over several individual visits to ensure I received the best rate of return and upfront bonus possible. I was moved to learn his knowledge of annuities . He was able to earn me a 15% upfront bonus on my entire annuity. As a result, my wife is now planning a much needed vacation for us.
Once again, thank you for your professionalism and efforts to enhance my family's well-being. I will continue to recommend you onward to my colleagues.
I was introduced to Leiba & Associates Insurance at a networking event I attended in Beverly Hills. As a vendor sponsor, I was impressed with their presentation and overall knowledge of the industry. My friend Jim who recently purchased a large life insurance policy, couldn't stop speaking of the great customer service he received from the Leiba & Associates staff.
I was just recently approved for my $150,000 life insurance policy and I now feel very secure. I was also happy to choose from the many top insurance carriers they partner with. My health hasn't always been the best, but now I have my peace of mind knowing I'm covered. Thank you!
Karen D., Westwood, CA
I found Leiba & Associates Insurance by sheer chance. I came across one of their marketing stands at a senior living community and was so pleased I did. I had just retired and did not know where to go for advice. Leiba and Associates did a great job in guiding me. I appreciate your efforts. Thank you.
Class Act & genuinely care for their clients. Thank you for my much needed life insurance policy and taking the time to explain the detailed benefits. You secured my peace of mind.
Leiba & Associates came highly recommended from my attorney who was a previous client. We visited their Orange County office and was immediately impressed with their professionalism. We were also greeted like family. My wife Susana and I were able to secure the life insurance we needed to feel comfortable moving forward. Leiba & Associates also informed us of the importance of Long Term Care insurance and we are now considering moving forward with LTC coverage. Thank you for assisting us and making the process easy. We will surely pass your business card on.
Matt & Susana K., Anaheim, CA
Customer Service was Par Excellence. We have never had such great customer service! From the very first time we met Jason, he has been there for us through every question, concern, and major insurance and financial decision. We earned money from the very start and every subsequent meeting was to give us an update how well our annuity was performing.
Jason has spoiled us for years with his customer service and most importantly, he is honest!
Leiba & Associates is very concerned with helping you keep your money growing and secure. Especially in times like these, you need an agent like Jason working with you.
Barbara & Stanley O., Brea, CA
I was searching for insurance companies in Orange County and recently found Leiba & Associates online. I was invited to their office in Anaheim and was pleasantly surprise with the knowledge Jason has. He reviewed everything with me in detail and made sure my life insurance plan fit within my budget. I felt very comfortable and secure.
I had no idea where to turn for assistance and Leiba & Associates was there for me. I have also recommended my sister to their office as well. Thank you so much.
I would recommend Leiba & Associates Insurance Agency to anyone!
Jason has been so helpful with all my insurance needs over the years. When I found out I was not eligible for Long Term Care insurance, he found other insurance products to ensure I would have the means to care for myself in the event of a long or serious illness.
Jason has been very patient in explaining my options, and I really appreciate the time he spends with me.
I am most proud to recommend Leiba & Associates Insurance to those individuals seeking to secure their peace of mind through life insurance and annuities. After meeting with the L&A team in their office, I knew I was working with a professional and knowledgeable staff. The time was taken to carefully plan and implement my insurance portfolio to make sure I had everything I needed to protect my family and interest.
Thank you again for your great service. Class act.
Simon C., Los Angeles, CA
Leiba & Associates has done an excellent job in assisting my wife and I with our individual transition from the work place into retirement. Jason came as a personal referral from a close friend I trust who previously worked with their firm. Upon meeting, I was impressed by their professionalism and attention to detail. They takes pride in assisting others and making sure they are well taken care of.
My wife and I were also grateful that Jason took the time to visit us over 3 times to ensure we fully understood the life insurance and long term care policies we were interested in. Being very detailed oriented, he actually saved us money as he ran several quotes from multiple insurance carriers. We are more than happy with Leiba & Associates' service and will be passing the word on to our dear family and friends. We appreciate you helping us secure our peace of mind. Thank you again!
Tim & Patricia L.
When I needed insurance answers, I turned to Leiba & Associates to guide me. Their customer service and willingness to assist me with all my questions relieved a lot of stress looking for the right life insurance product. I had a lot of questions and had been putting off life insurance for years. Thank you for making the process simple. The peace of mind I now have is priceless.
Professional, caring, and listens to the needs of the client. Leiba & Associates did a great job of assisting me with my 401k rollover from my previous employer Northrop Grumman. I am earning over 5% interest with the annuity set up for me and I couldn't be happier!
Thank you for your amazing work and attention to detail! I will refer you to my family & friends.
Judith C., Culver City, CA
I met Jason Leiba in 2008 after my now deceased husband had him as an agent and advisor. My late husband Charles admired him so much on a personal and business level for his professionalism and attention to detail. So much so that, he entrusted all of his stocks and 401K to him to earn additional capital.
When my late husband passed, Jason was there to assist me with transferring the family assets.
Jason is a very classy man, plus he likes family.
Vera W., Gardena, CA
Very Knowledgeable, professional, and patient. Jason takes the time to review all material and answer questions. We worked together for months preparing the right insurance venture for my life insurance and investment needs. In the end, I was greatly appreciative. I have recommended two additional family members to Leiba & Associates. I was very pleased with their service and would return.
I would recommend Leiba & Associates to any new prospect looking for insurance coverage. Jason is very knowledgeable, and with over 10+ years in the insurance field, he knows his material. My family and I have invested over 620k with Jason over the last 2 years, and every year we are very satisfied with our annuity performances. Highly recommended!
Thank you Jason, you're family to us.
Larry J. Sr., Beverly Hills, CA