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?  

  1. How much risk are you exposed to?
  2. How much do you pay in true fees & expenses in your account?
  3. How often are the assets in your portfolio strategically rebalanced?
  4. What has been the true performance in your account since January 2008?
     

Contact us for a complimentary and confidential retirement review of your pension and 401(k) benefits.  

 

 

Daniel Weiser

  • Registered Financial Consultant®
  • Licensed Investment Advisor Representative
  • Licensed Fixed Annuity & Life Insurance Agent
  • Licensed Real Estate Agent
  • 8-Year tenure as a Trustee for a $150M 401(k) Plan
  • 5-Year tenure as a Chairman for a Crewmember Retirement Committee 
  • Masters Degree in Education
  • Retired B-767 Captain
  • Contact: (941) 363-1004
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© 2014 Weiser Financial Group LLC, Sarasota, FL The information available on and through this website is in the nature of general informational purposes and investor education, it is not investor advice. This website is not a solicitation or offer to buy or sell any product or service, any security, any group of securities or any investment advisory services with regard to securities. We believe the sources to be reliable, however the accuracy and completeness of the information is not guaranteed. Viewers also understand that past performance is not a guarantee of future results and no investment strategy can guarantee profits or eliminate the risk of investment losses. Investment Advisory Services offered through Edelman Financial Services LLC an SEC Registered Investment Advisor. Weiser Financial Group LLC is not affiliated with EFS.