About Gleba & Associates

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Who are we?

Gleba & Associates is an independent firm that treats you like family. Our Investment Advisor Representatives provide Financial Planning and Wealth Management Services. Our team offers a personal approach to financial planning by finding out what you want and developing a strategy to make it happen. We help small businesses with their retirement plans, and families become retirement ready.

Why do we do this?

When we educate business owners and inform them how they can use their business to save money, our goal is that this results in the employees now having a foundation for their own retirement and financial independence. We want people to become financially independent, and we understand that education is the key to making this happen.

Most people aren’t investing simply because they don’t know how, or assume they can’t afford it. This is a common viewpoint. If you don’t grow up with investing (as many of us didn’t) it can seem confusing, overwhelming, and unmanageable. Investing is not something to be afraid of. We are experts in educating people on the ins and outs of investing, and how they can get the most out of their money. It is only through education of how investing works that people start to see it as something they can handle, and use to their advantage.

Our goal is to get everybody we meet excited about investing and optimistic about their financial future. When we help business owners with their retirement, it in turn will help their employees save for themselves and their families, assuring everybody has financial success.

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What We Do

Our Team

Family Monthly Newsletter

January 2020

New Year, New You, New Personal Finance Goals

By Janet Alvarez

The New Year is upon us and with it an opportunity to reenergize our financial health. Focusing on simple, actionable steps and employing some financial psychology can likelier lead to success.

Business Quarterly Newsletter

January 2020

How to Create a Business Succession Plan

By Mark P. Cussen

For many small business owners, maintaining positive cash flow and a stable balance sheet can be an ongoing battle that consumes virtually all of their time. Even retirement often seems like a distant speck on the horizon, let alone plans to hand over the business.

Real Estate Quarterly Newsletter

March 2019

Winning the Bidding War in Today’s Housing Market. 

By Mike Cohen

In today’s housing market, an appropriately priced home in good condition will likely generate purchase offers from several potential buyers. How can you stand out from the crowd?