Hadley A. Weinberg, CFP Managing Partner
Weinberg Financial GroupAn Independently Owned Financial Services Firm Since 1982
Offices servicing Boston, Buffalo and Jamestown
Weinberg Financial Group, created in 1982 as an independently owned financial services firm grew from 2 individuals to a collaboration of 8 financial executives, 3 primary offices and servicing clients worldwide. We have viewed our relationship with our clients with the utmost care and service and put the clients' needs first. Personal service is our cornerstone. Whether you're looking to save, do a rollover, manage your parent's assets, or start a retirement plan as a Weinberg Financial Group client you are a valued part of our family.
How is Weinberg Financial Group Different?
Experience. Most of our associates have been providing independent wealth management for over 25 years and have the added expertise of being CFP's or CLU's. The benefits of a small personal service firm and the resources of a larger organization. Weinberg Financial Group, although independent, also has access to the benefits of several key players in the financial service industry. We utilize National Financial Services LLC, a division of Fidelity, for our custodial services and our broker dealer Investacorp, Inc. is a subsidiary of Ladenburg Thalmann Financial Services, founded in 1876 and one of the oldest NY stock exchange firms. Our professionals have access to many investment strategies such as stocks, bonds, mutual funds, IPO's, independent money managers through Investacorp Advisory Services, Inc., A SEC Registered Investment Advisory Firm, a wide variety of insurance services and thru Ladenburg and Fidelity additional services for you. Our "independent" status enables us to address our client's financial needs individually and with a broad selection of solutions.
Be Sure to Explore the Features of Our Website
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who you are financially; and to give you fast, easy access to market information. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A letter of instructions provides additional and more personal information regarding your estate.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Taking regular, periodic withdrawals during retirement can be quite problematic.
It sounds simple, but paying yourself first can really pay off.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A bucket plan can help you be better prepared for a comfortable retirement.
Are Real Estate Investment Trusts right for your portfolio?
A quick history of the Federal Reserve and overview of what it does.