“2012 Five Star:
Best in Client Satisfaction Wealth Manager."
Click here to see
our appearance in the
June 2012 issue
of Hudson Valley
We invite you to
contact us today at
to learn more about
our firm, our services,
and how we can help
you gain financial peace
of mind for a lifetime.
The way we see things, financial planning is all about the way you see things.
Weiss Financial Group, LLC provides 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—all with the personalized service you expect from a second-generation, family-owned business serving our local communities. 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.
Your finances can't manage themselves, but that doesn't mean
they won't try. Bring all your finances together with the help of the
one person who can -- a CERTIFIED FINANCIAL PLANNER™
Find out if you are on track to reach your financial goals with our complimentary
Please be sure
to visit our sister company
Weiss Advisory Group,
for information on
accounting services, and insurance.