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!
Tuesday, December 15, 2020
If you are not currently enrolled in Wealthscape Investor, please follow the following steps: Visit: https://www.wealthscapeinvestor.com/kestra Click the “Register” link Enter the last 4 digits of your SSN, your first and...
Tuesday, August 13, 2019
Our 800 number is currently down. If you need to reach our office please call 856-482-6100. I am sorry for any inconveniences this may cause you, we are doing everything we can to get this fixed ASAP.
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!