Plan Well. Invest Well. Live Well.
This communication is strictly intended for individuals residing in the States of AZ, CA, CO, CT, DC, DE, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY,OR, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.html
Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss & Hale Financial, LLC are separate and unrelated to Commonwealth.
With over 45 combined experience in the financial industry, Weiss & Hale Financial efficiently delivers retirement income planning and wealth management services to our valued clients.
Navigating today's complex investment marketplace is a difficult endeavor, especially in the world of big business that tends to see the individual investor as a mere number. As independent financial professionals, we are able to effectively advocate for our clients and their unique financial needs without the restraints imposed by mega financial institutions.
We pride ourselves in our very personal approach to managing your financial health, and with our alliance as Investment Adviser Representatives of Commonwealth Financial Network and its vast resources, we are looking forward to continuing our tradition of excellence.
Portfolio Management*
Financial Planning and Custom Consulting*
Estate Planning
Succession Planning
Retirement Planning - IRA's, Annuities, 401(k), 403(b)
Risk Management Planning: Disability, Life & Long-Term Insurance**
*Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. **Fixed insurance products and services offered through Weiss & Hale Financial, LLC are separate and unrelated to Commonwealth.
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