Leo M. Uva, MST

Financial Professional

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: Italian

Leo Uva, MST is committed to helping individuals and businesses secure a healthy economic future. I deliver solutions for your investment goals, along with the tools and education you need to secure a sound financial future from your challenges. If you have a question or need assistance, call me. I look forward to hearing from you.

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Leo M. Uva, MST

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

In today's marketplace, data and unrelated facts are increasingly being mistaken for wisdom and perspective. The financial possibilities have never been more complex and understanding them is my job.

I'm Most Proud Of: Developing clear and realistic financial goals, to prioritize your objectives, to identify and address the various types of risks that can plague an accumulation strategy to meet your goals.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Saving for Education

Paying for your child’s education without sacrificing your retirement can be a difficult balancing act. State-sponsored 529 plans are investment vehicles that let you make tax-free deposits for your child's future college costs. These common ways to save serve as just one tax-smart option to get you started. We’ll explore the right options for you.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Experience

  • Financial Professional/Investment Advisor

    Prudential Financial

    September 1981 - Present | 68 Upper Prospect Road, Atlantic Highlands, New Jersey 07716

    I have 36 years plus experience in the financial services area with the same company and hold a Masters' Degree in Taxation.

The Prudential Difference

    • Property & Casualty: DE, NJ, NY
    • Variable Annuities: DE, NJ, NY, PA
    • Securities License: DE, FL, NJ, NY, PA
    • Variable Life Insurance: DE, NJ, NY, PA
    • Fixed Annuities: DE, NJ, NY, PA
    • Life Insurance: DE, NJ, NY, PA

Leo Uva is associated with the Greater Metro Financial Group Office, 11 Sunflower Avenue, Suite 2000, Paramus, NJ, 07652-3701, Managing Director: Michael Saccento, Phone: 201-445-5300 . Leo Uva offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Leo Uva offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.