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Fee-only Financial Planner and Investment Advisor
Financial Advisor | CFP | Certified Financial Planner. FSB registered.
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Weiss Financial Group is a Fee-Only Financial Planning firm serving the entire Putnam and Dutchess Counties, NY region (Mahopac, Brewster, Poughkeepsie, Fishkill, Danbury, CT). Weiss Financial Group specializes in providing objective financial planning and retirement planning to help clients build, manage and protect their assets through life's transitions. Scott Weiss is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
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Find A Financial Advisor Home - Asset Guidance Group, LLC
Looking to find a financial advisor? We use three phases: Illuminating, Charting, Navigating to be the best fee-based fiduciary financial advice for retirement investing and planning. We illuminate by educating clients, because the first step to resolving an issue is to recognize that one exists. We chart a path to accomplish your goals for the future through simulated investment outcomes, risk, and cash flow analyses. We navigate life's choppy waters by managing relationships and utilizing advanced planning techniques to keep your course current and on track.
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Encouraging Women to Meet the Challenges of Life With the Hope of Christ
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