Broker Check
Making Your Tax Bracket Work The Cost of Procrastination The Cycle of Investing Social Security: By the Numbers

Hadley A. Weinberg, CFP Managing Partner

Weinberg Financial Group

An 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.

Helpful Content

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The Power of Tax-Deferred Growth

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Making Your Tax Bracket Work

Making Your Tax Bracket Work

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When Do You Need a Will?

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Budget Check Up: Tax Time Is the Right Time

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Global vs. International: What’s The Difference?

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Estimate Your RMD

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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File-and-Suspend, Suspended

Changes are coming to Social Security on May 1st, 2016.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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