Welcome to the Weiser Financial Group Website. Founded in 2008, we are a fully independent financial advisor specializing in pension benefits consultation and 401(k) rollovers. Our firm is not restricted to any single investment product or service, and we work exclusively for the benefit of our clients. As a registered investment advisory firm, we have a legal fiduciary obligation to act in each client's best interests. We care deeply about helping our clients achieve their goals and objectives, and endeavor to provide them with the highest-quality personal service and guidance.
We use an institutional style of investment platform analysis in evaluating investors' accounts for risk, proper asset allocation, and expense. Over the past few years we have developed a specialized consultation business among retiring airline crewmembers who are seeking knowledgeable guidance from a licensed professional uniquely familiar with their pension, profit sharing, and 401(k) plans.
What is your comfort level in answering the following questions about your current portfolio?
Contact us for a complimentary and confidential retirement review of your pension and 401(k) benefits.