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.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Is your estate in order? This short quiz may help you assess your overall strategy.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
For some, the social impact of investing is just as important as the return, perhaps more important.
A quick look at how federal income taxes work.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Tulips were the first, but won’t be the last. What forms a “bubble” and what causes them to burst?
There’s an alarming difference between perception and reality for current and future retirees.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Smart investors take the time to separate emotion from fact.