WEISS FINANCIAL GROUP LLC
Tel: 845-621-4700 704 Route 6 Mahopac, New York 10541
About WEISS FINANCIAL GROUP LLC
WEISS FINANCIAL GROUP LLC is a Mahopac, New York based financial advisory firm with nearly $76,153,515 in assets under management and provides investment advisory services for 247 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
159331
Firm SEC#:
801-72871
Assets Under Management:
$76,153,515
No. of Clients:
247
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)
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