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Welcome to Leto Financial & Insurance Services Inc.
Leto Financial & Insurance Services, Inc.
Our Approach
Empowering Business Owners with Comprehensive Financial & Insurance Solutions
At Leto Financial & Insurance Services, INC., we are dedicated to empowering businesses with tailored solutions that safeguard their operations, optimize financial strategies, and secure long-term growth.
Comprehensive Commercial Risk Management
We work closely with business owners to ensure their companies are protected with the appropriate commercial insurance coverage. Our approach includes conducting annual reviews to adapt policies to evolving business needs. For example, changes in annual sales, staffing levels, or business expansions can significantly impact premiums and coverage requirements. By proactively addressing these variables, we help businesses stay prepared for the unexpected.
Advanced Financial Strategies for Growth and Security
Through our Advanced Financial Division, led by Tony Gutierrez and David Zuniga, we provide business owners with financial strategies designed to maximize growth and minimize tax burdens. These strategies include:
• Implementing profit-sharing plans to reduce taxable incomes and fund retirement.
• Establishing employee reitrement plans, such as 401(k)s and SEP IRAs, to attract and retain top talent while providing significant tax advantages.
• Securing business successing planning, including evaluations and buy-sell agreements, to protect the company's legacy and ensure smooth transitions.
Our team tailors these solutions to align with each business's unique needs and goals, providing a roadmap for stability and long-term success.
Transportation Industry Expertise
For businesses in the transportation sector, our specialized division, led by Rosa Cuen, delivers industry-specific expertise and dedicated support. With a focus on providing superior customer service, we ensure transportation businesses have access to the best protection and resources available.
Group Health Benefits for Employee Retention
Our Group Health Division, operated by Anthony Lopez, equips businesses with the tools to attract and retain top talent through comprehensive employee benefits packages. These include medical, dental, and ancillary plans tailored to each company's needs and budget. Offering employee benefits enhances satisfaction and loyalty while positioning businesses as competitive employers in their industries.
Agents Partnership Program
Our Agents Partnership Program has been a cornerstone of our success since 2018. Through this program, we empower agents to grow their businesses by providing them with tools, training, and opportunities to cross-sell effectively. To date, we have proudly paid over $2 million in compensation, demonstrating our commitment to the success of our partner agents.
Since our founding in 2016, Leto Financial has been driven by a vision to transform the insurance and financial services landscape. Under the leadership of Antonio Gutierrez and a team of seasoned professionals, we continue to innovate and expand, offering unparalleled value to businesses and agents alike. Our mission is to empower, protect, and grow—ensuring success for everyone we serve.
Our Leadership Team
Annabel Martinez
Anthony Lopez
Wendy Gutierrez
Julian Garcia
Division Leadership
Commercial Risk Management Division
Led by Hector Ibarra
Advanced Financial Strategies Division
Led by Tony Gutierrez & David Zuniga
Transportation Industry Division
Led by Rosa Cuen
Group Health Benefits Division
Led by Anthony Lopez
Personal Lines Division
Providing comprehensive personal insurance solutions for individuals and families.
CALL TODAY: (833) 240-5129 or EMAIL: [email protected]
