About WEIL ASSOCIATES, INC.
WEIL ASSOCIATES, INC. is a financial advisory firm that provides expert financial solutions to its clients. With a team of experienced professionals, they offer a wide range of services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a comprehensive approach to financial planning, including tax planning and estate planning
- Focuses on building long-term relationships with clients
Facts and Insights
WEIL ASSOCIATES, INC. has been in business for over 20 years, providing financial guidance to individuals, businesses, and organizations. Their team consists of 25 advisors, who have an average of 15 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education funding strategies
Client Types
WEIL ASSOCIATES, INC. provides financial services to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
- Retirees
Fees & Compensation
WEIL ASSOCIATES, INC. offers fee-only financial services, which means that they are compensated solely by their clients and do not receive any commissions or third-party payments. This fee structure ensures that their advice is always in the best interest of their clients.
Background
WEIL ASSOCIATES, INC. was founded by John Weil, a certified financial planner with over 30 years of experience in the financial industry. He leads a team of dedicated advisors who share his passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to understand their background and any potential conflicts of interest. WEIL ASSOCIATES, INC. has a clean record with no disclosures, ensuring that clients can trust their advice.