Meet our team
Awards & Achievements
✨ Celebrating Greg Poleon – Catalyst for Change ✨
In September, Greg a founding board member of LE3, Inc., a non-profit daycare center was recognized by the Invest in Others Group a national foundation composed of various brokerage companies ex.Fidelity, Morgan Stanley, Merrill Lynch in the nation. Out of 556 nationwide brokers he was one of three finalists for the Catalyst Award, which honors advisors who create lasting, positive change in their communities. The award is for a broker that helps non for profits change business plans or react to markets in a positive way. Greg was a finalist due to the actions he took to help LE3 change during the covid pandemic. While he didn’t take home the top prize, Greg’s leadership, dedication, and vision through Poleon Comprehensive Wealth Management and LE3 were celebrated among peers across the country. His guidance has been instrumental in LE3’s growth and stability over the past decade.
As an invest in others finalist LE3 received a $25,000 grant to support building improvements, new classroom furniture, and teacher wish lists—an investment in the future of local students. We’re beyond proud to see Greg’s impact recognized and his commitment to community celebrated in the spotlight.
Congratulations!
WNY veteran turns good fortune into opportunity to give back after winning 3-minute shopping spree
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
