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Business Profile

Financial Services

Leader Life Financial and Investment Solutions
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

4.92

Average of 24 Customer Reviews

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Review Details

  • Rejinete B

    Date: 04/14/2025

    What a great education we have with this team!! They take the time to teach us and answer all financial questions we had. We do appreciate!!Thank you so much for helping me and my family to plan for our girls future and mine??Blessings

  • Jhammar G

    Date: 03/27/2025

    Review for Leader Life Financial and Investment Solutions Leader Life Financial and Investment Solutions has a team of qualified professionals offering a wide range of financial services, including final expense insurance, indexed universal life (IUL) policies, and tax-free retirement planning. Their expertise and dedication to helping individuals and families achieve financial security make them a reliable choice for those seeking sound financial guidance.

  • Ruth M

    Date: 03/26/2025

    Leader Life ********************************************* Solution is setting the bar of excellence higher, not just for their clients but for the employees as well! I recently got to deal with Leader Life ********************************************* Solutions, and I am thoroughly impressed with their services. Their team demonstrated a deep knowledge of financial planning from the very start, offering tailor-made solutions that fulfilled my precise needs. Their knowledge in fields like estate planning, tax-free retirement planning, and income protection is simply second to none. They were patient and simplified technical financial information into easy-to-understand and straightforward terms so that I was fully aware of all that went on. Their dedication to educating and empowering clients speaks volumes, and this is what makes them a reliable ally in the area of financial planning. I would strongly recommend Leader Life ********************************************* Solutions to anyone looking for holistic and personalized financial services.? To them, it is not just a jobit is a mission to assist families and individuals in developing financial security and generational wealth.

  • Andrew O

    Date: 03/18/2025

    Leader Life Financial and Investment gave me a refreshing view in lapses I had in my financial management/portfolio after been with a different firm that did not really satisfy my needs. Leader Life Financial and Investment spend a lot of time on educating me on finances and how the system works, and the education and financial analysis is free. It helps me as a client and a business owner to see what is off more priority especially as a family man but if you are looking for a well laid out plan for retirement, Income protection etc. I highly recommend Leader Life Financial and Investment. It's a one stop solution with dedicated professionals ready to help families no matter where you are in your financial journey,

  • Patricia H

    Date: 03/18/2025

    Leader Life Financial and Investment Solutions is the best out there. ***** runs the best IUL and Fixed index Annuities to show you how your money can grow tax free and never lose money with any economic downturn. I got IUL policies written for me and my family and we are on our way to peace of mind and leaving a legacy for generations to come.

  • Jeremiah N

    Date: 03/17/2025

    ******** Nuatomue I recently had the pleasure of working with Leader Life Financial and Investment Solutions to purchase an Indexed Universal Life (IUL) policy, and it was a game-changing experience. From the moment I reached out, their customer-first approach was evident in every interaction. The team at Leader Life took the time to thoroughly explain how an IUL works, which I didnt fully understand before. They answered all my questions and helped me feel confident in my decision.Not only was the service exceptional, but the knowledge they shared about indexed universal life insurance was incredibly insightful. I learned so much about how it can help me secure my future while also offering flexibility and growth potential that I hadnt been aware of before.What really stood out to me was the genuine care they showed for my personal financial goals. They didnt rush me into anything; instead, they helped me choose the right policy that aligns with my needs and long-term plans. I truly felt like a valued client, not just another sale.If you're looking for a financial partner who puts your best interests first and offers a clear, transparent path to securing your financial future, I highly recommend Leader Life Financial and Investment Solutions. Their service is second to none, and their commitment to educating clients is unmatched. Im thrilled with my decision, and I encourage anyone considering an IUL or other financial services to give them a call! You wont regret it.

  • Jake B

    Date: 02/25/2025

    I couldnt be more pleased with my experience at Leader Life Financial and Investment Solutions. From top-notch Licensed Financial Professionals to customer service to affordable and comprehensive coverage to everyone no matter your age, theyve proven that they truly care about their clients, agents and helping families. I feel confident and well-protected, and I wouldnt hesitate to recommend them to anyone in need of reliable insurance. Leader Life Financial Solutions is everything you could want in an insurance agency: passionate, dedicated, and genuinely invested in their clients' well-being. Their service goes beyond expectations, and their commitment to excellence shines through in every interaction. Im incredibly grateful to have found a team that cares so much about their clients, and I wouldnt hesitate to recommend them to anyone looking for reliable, compassionate insurance professionals. I trust them completely, and I know they have my back. The Licensed financial Professionals are passionate and dedicated helping families. Outstanding service all around!

  • Claudia Z

    Date: 01/31/2025

    If you need retirement planning, annuities, or pension advice, dont waste time elsewhere. Leader Life has a team that truly cares about your financial well-being. Their profit-sharing plans helped me maximize my investments, and Im already seeing results!

  • Rita O

    Date: 01/29/2025

    Leader Life Financial and Investment Solutions is top-notch in financial literacy. The Licensed Financial Professionals are passionate about helping families build strong, sustainable financial portfolios designed to withstand any economic challenges. They are committed to helping individuals and businesses. I will recommend Leader Life Financial and Investment Solutions to anyone who wants to understand how the American financial system works and also leverage it to unlock their paths to financial freedom.

  • Vincent A

    Date: 01/24/2025

    I am a life insurance agent, and I recently joined a Free Financial ********************** hosted by Leader Life Financial and Investment Solutions via Zoom. The insights shared were exceptional. It gave me a deeper understanding of how the American financial system operates and how I can secure my financial future using time-tested, risk-free, tax-free strategies that have been in place for over a century. After the session, I took the time to research the information on my own, and everything from the tax laws to the examples and scenarioswas checked out as accurate and reliable.I also learned that Leader ************* with over 58 multi-billion-dollar financial institutions, each with a century of experience. These strong partnerships allowed Leader Life to guide me in making my investments. Since then, Ive set up a tax-advantaged account and a cash-value life insurance policy through them, and Im extremely satisfied with my choices.I wholeheartedly recommend Leader Life to anyone looking to secure their financial future. Their services are completely free, and they have a network of thousands of trusted financial professionals across all 50 states.

Leader Life Financial and Investment Solutions is BBB Accredited.

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