About Gleba & Associates

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 families become retirement ready, and small businesses with their retirement plans. What does your future look like? Let us help you make it a reality.

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Family Monthly Newsletter

June 2018

6 tips to keep your online identity and information secure

Never click on a link in an e-mail until you validate the source. In this day and age, it’s easier than ever for hackers to hide their identity. The onus is on us to protect ourselves. In the past month alone, I’ve received four e-mails from someone claiming to be my mother. The e-mails are all the same: A quick, generic opening line like “I thought you’d like this” and then a link.

Business Quarterly Newsletter

April 2018

5 Things to Do If You’re Thinking About a Business Loan

You may have seen the occasional business loan ad, often hanging up at the top of an online article that you’re reading, promising you a loan of up to $150,000, or some other pie in the sky number. If you’re starting a business or already have a company, especially if it’s new, you may well wonder if you should take out a loan.Whether you decide to take out a loan or not, there are a number of steps you should take first.