Our Qualifications
Weinberg Financial Group, founded in 1982, is an independently owned financial services firm which includes the collaboration of investment and retirement planning professionals with offices in Newton, MA, Jamestown and Williamsville, NY.
The firm's professionals' qualifications and experience are significant including four CFP’s (Certified Financial Planners), one RFP (Registered Financial Planner), one CLU (Certified Life Underwriter), whom are all securities licensed, as well as two additional securities licensed individuals.The average experience of each individual is over 25 years with a range of 10 – 40 years providing financial, insurance, investment and retirement planning services. We are fully licensed to assist individuals as well as institutions with most aspects of their financial and investment services needs. We have experience with defined contribution, participant directed employee benefit plans, and institutional management.
Compensation varies by engagement with clients generally between advisory fees or assets based compensation or commission.
The firm's professionals' qualifications and experience are significant including four CFP’s (Certified Financial Planners), one RFP (Registered Financial Planner), one CLU (Certified Life Underwriter), whom are all securities licensed, as well as two additional securities licensed individuals.The average experience of each individual is over 25 years with a range of 10 – 40 years providing financial, insurance, investment and retirement planning services. We are fully licensed to assist individuals as well as institutions with most aspects of their financial and investment services needs. We have experience with defined contribution, participant directed employee benefit plans, and institutional management.
Compensation varies by engagement with clients generally between advisory fees or assets based compensation or commission.