Nicotera Wealth Management

Reviews

• SH

  Stacey Horwitz

  Jan 24, 2025
  5.0
  I have been working with Leo and his company for over 10 years now. He always has my best interest in mind. Changing jobs and whatever is throwing at me I know he will find the best way for my investments. Not only is he very knowledgeable he is funny, kind and really cares about his clients. I always recommend Nicotera Wealth when someone is looking for a financial planner. He doesn't play games and is very straightforward, which is hard to find nowadays. You can't go wrong with Nicotera Wealth!
• DD

  Debby

  Aug 31, 2024
  5.0
  I interviewed eight financial planners before choosing Leo, and what a great decision I made! Over the twelve years since then, Leo has not only shepherded my assets with great professionalism and skill, he has generously offered his time to assist me as I faced very complex and difficult life and financial situations such as illness and retirement. So much more than a great financial planner, I consider him my extremely wise, patient friend and advisor, and recommend him to all my friends.
• AF

  amanda fennelly

  Oct 16, 2023
  5.0
  I've been working with Leo for just under a year. Not only is he very attentive to his clients goals, but also patient in explaining everything end to end. This gives me a tremendous amount of comfort in knowing that he does care about his clients, and this is evident through each conversation we have. I appreciate the time and effort him and his team provide during our meetings. The passion and genuine interest the Nicotera team has is exactly what you want to find in a financial advisor. Highly recommend!
• LG

  Lorry Glogowski

  Sep 24, 2023
  5.0
  We met Leo at a meet and greet shortly before the 2008 crash. After losing half of our portfolio in that crash, we met with Leo and were impressed and comfortable enough to transfer our portfolio into his hands. We have found Leo to be extremely knowledgeable, sincerely interested in our needs, and refreshingly honest. Leo's genuine love and enthusiasm for what he does is evident. We continue to look forward to working with Leo and his staff as they guide us through the next chapter of our financial journey.
• AK

  Adam Koós

  Aug 1, 2023
  5.0
  I've known and have worked with Leo and his staff for more than 13 years at this point, and they've always impressed me with their proactive communication, sincere care for his clients, and he always seems to be looking for ways to ratchet-up the level (and quality) of service with which he provides his clients. In short, I can say without hesitation that I'd put my own reputation on the line and recommend his team to anyone looking for high-touch, ethical, honest, transparent, and authentic financial/retirement planning and investment management.