About My Practice
• Weiss Financial Group, LLC is a second-generation, family-owned business providing full-service financial planning, investment management, retirement planning and estate planning services to successful business owners and individuals and families. As an independent Registered Investment Advisor (RIA), we deliver customized solutions to address each client's unique circumstances. Centrally located in Mahopac, NY, we serve clients in Putnam, Westchester, Dutchess, Fairfield, Litchfield and across the Hudson Valley Region.
• At Weiss Financial Group, we are dedicated to delivering financial guidance through education and partnership with our clients. As a full-service firm, our highly experienced and knowledgeable team provides comprehensive, tax-efficient strategies to help build, grow, and protect your assets, and we offer in-house resources to manage every aspect of your financial life. Our goal: to provide you with information and professional insight to make the best possible financial decisions based on your own financial needs, goals, and desires.
Experience
Registrations, Licenses, Certifications & Affiliations
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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