About Gleba & Associates

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IMPORTANT COVID 19 UPDATE

As the state begins to safely open businesses to the public, here is what you can expect from Gleba & Associates:

-We will continue to offer virtual meetings via Zoom & Starleaf.

-We are offering in office meetings for those who prefer in person.

-Please wear a mask when visiting our office; the staff will be wearing them as well.

-We will continue to disinfect our office throughout the day, especially before and after we have visitors.

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

Account Access

What We Do

Our Team

Family Monthly Newsletter

June 2020

A Stock Market Lesson to Remember

Undeniably, spring 2020 has tried the patience of investors.An 11-year bull market ended.Key economic indicators went haywire. Household confidence was shaken. The Standard & Poor’s 500, the equity benchmark often used as shorthand for the broad stock market, settled at 2,237.40 on March 23, down 33.9% from a record close on February 19.

Business Quarterly Newsletter

May 2020

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.

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?