To keep our clients and staff healthy and safe during this COVID-19 outbreak, we will be short-staffing our office until further notice. Business will be running as usual, but many of our staff will be working from their home. If you call during regular business hours, please leave us a voicemail and we will get back to you as soon as possible – we do receive our voicemails on our email!
If you do need to come in for any reason, please call ahead of time so we can make sure someone is in the office to meet you.
We apologize for any inconvenience this may cause you, and thank you for your understanding. Stay healthy and safe!
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.
Tools for You
What We Do
7 Questions to Ask Before Borrowing From Your 401(k)
To hear financial planners talk, you’d think that borrowing money from your employer-sponsored retirement account is pure madness. Don’t do it! It’s a bad idea!
But in one recent survey*, about 41% of respondents had taken a loan from their retirement savings.
The 12-Point Plan For Workplace Re-Entry
The information contained in The 12-Point Plan represents Eden’s current practices regarding the recommended operation of properties, where and when permitted by law, during this time of the unprecedented COVID-19 pandemic. The health and safety of our customers, vendor partners, and employees is our number one priority, and our hope in sharing this information is that it may be of assistance to others.