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Philip S. Weisberg, CFP®

Weisberg Financial Services

80 Peaceful Trail
Rochester, NY 14609
Phone: (585) 467-3266
Fax: (585) 467-3266

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Banking
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Nontraditional Households
  • Personal Taxes

 

How Planner Charges

Considerations: You will have to call me after the initial free consultation as I do not nag prospective clients.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.