Jimmy Leo
Phone: (727) 267-5774
Alternate:

Jimmy Leo

Key Leader



New Port Richey, FL 34653

MY STORY

Born and raised in Long Island, New York, Jimmy Leo is a passionate advocate for education, service, and financial security. He earned his BA in Psychology from Hofstra University and started an innovative children's education and entertainment business, focusing on life skills development. Transitioning to education, Jimmy continued to inspire young minds. Reflecting on a personal tragedy in 2010—his father's untimely passing—spurred him to enter the life insurance industry. Witnessing the profound impact of insurance firsthand, he now dedicates himself to educating and serving clients with a heart full of love and compassion. Jimmy, a loving father of two daughters, understands the importance of financial security and is committed to helping others safeguard their loved ones' futures. His journey reflects a deep dedication to education and making a positive impact in the lives of those he touches.

OUR MISSION

Our mission is to provide the best financial products with the kind of in-home, professional service that is second to none. Our operating credo is: "Your clients don't care how much you know until they know how much you care." We take a personal interest in each and every one of our clients. We believe that knowing our clients' wants and needs is the foundation to recommending the best financial strategies that will provide exactly what each client wants.