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818-377-7260

Welcome to Weiss Financial Group

Weiss Financial Group is a Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Analysis, Estate Planning, Tax Preparation & Planning, Insurance and a full range of Employee Benefit Plans for individuals as well as large and small companies.

Our mission is to create and maintain wealth for our clients through long-term effective asset management. We will build client relationships based on trust, competent professionals advice, continual communication and prompt personal service. We will assist our clients in setting financial goals.

Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed for our continued commitment to service.

Thank you for visiting us in our virtual office, and don’t hesitate to contact us for a real life meeting.

Retirement Planning

Enjoy the fruits of your labor. Weiss Financial Group will help plan for your retirement and excite you for what’s to come.

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Long Term Care Insurance

It is estimated that one-in-five Americans will be over the age of 65. It’s no wonder Long Term Care is suddenly on so many people’s minds.

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College Planning

Rising education costs require a forward-thinking plan. Weiss Financial Group can help you prepare for one of life’s biggest investments.

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Business Planning

We believe small businesses are the backbone of America. At Weiss Financial Group, we do our utmost to help your business thrive.

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Our financial
Advisement Process

Over the thirty years Weiss Financial Group has been in business, we have established a six-step process to stimulate success. We hope you’ll join us on that journey:

Establishing Relationship
Gathering Data and Goals
Evaluating Financial Status
Review our Recommendations
Setting Your Plan to Action
Monitoring Portfolio Progress

Establishing Relationship

It all starts with trust. Our most important goal is to understand your needs so we can fulfill them. Our strongest relationships have lasted since we founded Weiss Financial Group, and that level of trust has given our clientele great confidence.

Gathering Data and Goals

Preparation brings our most enduring success. We look forward to better understanding your portfolio and executing a comprehensive plan to strengthen it.

Evaluating Financial Status

Weiss Financial Group encourages an honest dialogue between client and advisor to help meet expectations. No matter your current fiscal position, we will get you where you want to go.

Review our Recommendations

All of our plans are dependent on your approval. While we serve your financial needs, our ultimate goal is to empower you.

Setting Your Plan to Action

When our financial plans meet your needs, we will begin to implement them. This is an exciting part of the process that will offer long-term results.

Monitoring Portfolio Progress

At its best, working with Weiss Financial Group becomes a hands-on experience. We relish the opportunity to track your portfolio progress and fine-tune plans along the way.

Meet Our Team

Our experienced and enthusiastic team thrives on client satisfaction. Please visit our company page to learn more about our advisors.

 

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Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.

 

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