Practicing as a financial advisor since 1984. Leslie's background includes working for a prominent financial services company in a District Manager position. Her duties included the management and training of representatives in the areas of business and personal finance. In company training programs, she taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques.
Today Leslie creates comprehensive financial plans for individuals and couples who wish to implement strategies for retirement, education, estate tax, income tax, risk management and investments. She also extensively works with business owners to create high-quality yet affordable employee-benefits programs. Leslie has extensive knowledge in the field of Socially Responsible and Community Investing.
A certified business-development coach, Leslie works with entrepreneurs, business owners, and professionals to create better businesses and lives though a unique coaching program. Leslie also offers Money Coaching services, designed to help individuals have a healthier relationship with money.
Business Development Coach
Certified Long-Term Care Consultant
State University College at Stonybrook, NY
Bachelor of Arts
State University of New York at Delhi, NY
Associate in Applied Science
E-Myth Worldwide, E-Myth Consultant Certification Program
Business Coaching via E-Myth, January 2001
Certified Money Coach via Money Coaching Institute in Petaluma CA.
Certified Long-Term Care Consultant, November 2001
National Association of Insurance and Financial Advisors
New York State Association of Insurance and Financial Advisors
Social Investment Forum
Long term Big Sister through the Big Brothers/Big Sisters organization
Past President of Board of Directors, Alternatives Federal Credit Union
Tompkins Time Traders Board Member
One on One Big Brothers/Big Sisters
Headcount.org (Voter Registration Coordinator)
Fresh Air Fund Host
Local First Ithaca Steering Committee Member
Check the background of this investment professional on FINRA's BrokerCheck.
New Horizon Financial Strategies is a Registered Investment Advisor. Certain representatives of New Horizon Financial Strategies are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
This website is for informational purposes only and not an offer to buy or sell securities. Leslie Strebel is licensed in the states of New York and New Jersey. .
Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
New Horizon Financial Strategies ("NHFS") is a registered investment adviser offering advisory services in the State of New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by NHFS in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of NHFS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
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