Jeremy Leibowitz, CFP® - Financial Advisor at Prosperitas Financial -

Jeremy Leibowitz, CFP® is a dedicated Financial Advisor at Prosperitas Financial, located at 12600 West Dodge Road, Suite 100 Omaha, NE 68154. You can reach Jeremy directly at Phone: 82742460. Jeremy's expertise lies in financial planning and service establishment, making him an excellent choice for those seeking professional guidance on their financial journeys.

With a strong background in financial planning, Jeremy Leibowitz provides clients with personalized, strategic plans to help them achieve their financial goals. His expertise extends to various aspects of financial planning, including retirement planning, estate planning, investment management, and insurance analysis. By offering a comprehensive suite of services, Jeremy helps his clients protect and grow their wealth in a meaningful and efficient manner.

Jeremy's approach is centered around understanding each client's unique needs and goals. By actively listening and asking thoughtful questions, he develops a deep understanding of their financial situation and tailors his advice accordingly. This personalized approach ensures that clients receive the best possible guidance and enables them to make informed decisions about their financial future.

Prosperitas Financial, under Jeremy's guidance, has received an impressive 20 reviews on Google My Business, with an average rating of 5/5. This high level of satisfaction among clients is a testament to Jeremy's expertise, dedication, and commitment to providing exceptional service. Here are a few highlights from the reviews:

1. Jeremy is a knowledgeable and trustworthy financial advisor who truly cares about his clients' well-being.
2. He takes the time to understand your goals and develops a customized plan to help you achieve them.
3. Jeremy has been instrumental in helping us grow and protect our wealth, and we couldn't be happier with the service we've received.

These reviews demonstrate Jeremy's strong commitment to his clients, as well as his ability to deliver results.

If you're looking for a financial advisor who can help you navigate the complexities of financial planning and provide you with the guidance you need to make informed decisions, Jeremy Leibowitz at Prosperitas Financial is an excellent choice. His expertise, personalized approach, and strong commitment to client satisfaction make him an invaluable partner in your financial journey.

Don't hesitate to reach out and learn more about how Jeremy can help you achieve your financial goals. Visit Jeremy's website at prosperitasfin.com or give him a call at Phone: 82742460 to schedule a consultation today. Take the first step towards a brighter financial future with Jeremy Leibowitz, CFP® at Prosperitas Financial.

Reviews of Jeremy Leibowitz, CFP® - Financial Advisor at Prosperitas Financial

Jon Manzanares

5/5

Jeremy is a gem. We have been working with him for several years and couldn’t be more pleased. He is thoughtful, knowledgeable, extremely responsive and a consummate professional. He takes the time to get to know your particular needs and goals and is adept at fine-tuning his advice to meet them in light of the market’s evolving conditions. We look forward to working with Jeremy for many more years to come!

DeAnna Waugh

5/5

Jeremy is really easy to communicate with and checks in often to ensure we are getting the support we need. He provided a clear projection of what our IRA could be earning if we used his services and so far we are beating employer provided 401k returns. Very happy with our decision.

Larry Castillo

5/5

After years of having underwhelming returns on my managed retirement account with one of the largest brokers I found Jeremy when searching for fiduciaries, he remembered me when he moved to Prosperitas and for the first time I have beaten the S&P for the year. I cannot recommend Jeremy highly enough for his honesty, knowledge and loyalty.

Oli SJ

5/5

It is a blessing having Jeremy as our financial advisor. He is always available and ready to help. Jeremy is knowledgeable and takes care of my concerns or questions very efficiently. My family is very satisfied working with him.

Hannah Banayan

5/5

We have been so blessed to have Jeremy as our financial advisor for the past few years. We are lucky to have found him while we were in college and with his advice and guidance we are happily debt free and working towards saving for retirement and other goals. Jeremy has always helped us with advice tailored to our situation. He frequently checks in to see how we are doing and if anything needs to adjusted. Jeremy is very easy to get a hold of and responds to our questions quickly. We are thrilled with his services and look forward to achieving more goals together!

Vikram Johnson

5/5

Jeremy takes the time to answer any of your burning questions and concerns. He has always been a great second opinion and provides helpful guidance that is informed and valuable. He’s upfront and transparent as to any new policy changes or new investing opportunities that might be of interest to you.

Lyndsey Lantz

5/5

I've been working with Jeremy for the past year, ever since he visited my workplace and explained his personal philosophy and Prosperitas' reliable history of excellence (which also drew him to the firm). I have been incredibly happy with Jeremy's availability, communication, and general flexibility depending on how involved/uninvolved I want to be at any given point. He has been managing my retirement account for the past year, and I will be entrusting the management of another significant chunk of money to him and Prosperitas' investment team here directly. I couldn't be happier or more at ease with this partnership.

Jeremy Resnick

5/5

Jeremy is great! He is very communicative and on top of our investments. He goes out of his way to fully explain things to us, answer our questions, and proactively suggest strategies to help us meet our goals. Highly recommend!