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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Weiss Financial Group

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United States
Carmel, NY
Weiss Financial Group

Specializing in helping pre-retirees and early retirees plan and invest for a successful retirement.

Using the latest technology we help mid-career professionals who are trying to build a great life for their family and couples nearing retirement who need help converting their assets into lifetime income to support the retirement lifestyle they envision. We help simplify their finances and design an action plan to optimize their money so they can live their best financial life.
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Weiss F

inancial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Address

704 US-6
Carmel, NY
10541

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.weiss-financial.com/

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Our Story

Weiss Financial Group is a NAPFA-registered, Fee-Only, Registered Investment Advisor (RIA) serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). We specialize in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss, Keith Weiss and Richard Weiss are all CERTIFIED FINANCIAL PLANNER™ Professionals.

If you appreciate the value of good advice and are looking for a face-to-face relationship, you’ve come to the right place.

We specialize in helping pre-retirees and early retirees plan and invest for a successful retirement.

WHO WE HELP:

Company employees, IT professionals, and healthcare professionals with pensions, 401(k) plans and/or stock options.

Public service employees such as teachers, police officers, and other government workers with pensions and/or 403(b)'s, 457's, etc.

LIFE EVENTS WE HELP WITH:

Planning/Saving For Retirement

Financial Windfalls (i.e. insurance payout, inheritance, stock options)

Saving For College

Job/Career Changes

Loss of a Spouse

________ Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.