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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along!

 

Friday, May 11, 2018

Our CEO Leo Gotleib was invited to speak at Kestra's Leadership Conference in California this past week. Leo spoke about the importance of advisors protecting their elderly clients and things they should be aware of.

 

Tuesday, January 9, 2018

Congratulations to Barb for celebrating 25 years at Gotleib & Associates! Barb is Gotleib & Associates oldest employee and has been working with Leo since 1986. Thank you for all that you have done for us and we look forward to having...

 

Monday, May 2, 2016

This past Friday we enjoyed showing support to the Verizon workers on strike at the rally in Jersey City! Keep fighting!

 

Thursday, April 28, 2016

We showed our support yesterday to the Verizon workers on strike, while attending the rally in Newark, NJ.

 

Monday, December 1, 2014

We are proud to announce that Leo Gotleib, CFP® of Gotleib & Associates, LLC was featured in the November issue of The Suit Magazine.