Our Qualifications

Leader Financial Services offers clients an impressive depth of expertise in retirement and investment planning, insurance, tax and estate planning.

During our four decades in business, we have provided comprehensive financial, tax and retirement advice to many individuals and businesses.

All Leader Financial Services associates hold a variety of credentials and professional designations (CFP®, RFC®, MBA, CPA, CVA, JD, LLM, CLU, CPC, ChFC, CEBS, CMS, and CPCU among others) and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based financial advice that our clients can trust.

Jay A. Leader, Sr.,  RFC®, CFP®
Colleen McLaren, CPA, MBA, CVA
Stanfield (Stan) Hill, JD, CLU
Ernest (Ernie) J.Guerriero, CLU, ChFC, CEBS, CPCU, CPC, CMS
John J. Hare, Jr, JD, LLM

To meet with an advisor, contact us today.