WEISER FINANCIAL GROUP - Services
Description: Weiser Financial Group LLC, an investment company in , offers individualized and professional investing, financing and financial planning solutions for private and commercial customers.
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Professional Qualifications: Daniel Weiser is a Registered Financial Consultant®, holds a Series 65 Securities License, is a Licensed Investment Advisor Representative, and also holds licenses in Fixed Annuities, Indexed Annuities, Life Insurance, and Real Estate. Prior to founding Weiser Financial Group in 2008 he was a trustee on a $180 million 401(k) Plan for over 8 years and was a pilot's Union Negotiator that led a change in 401(k) providers. Additionally, he served for 5 years as chairman of an airlin
An open letter to prospective clients
Why Clients Hire Us? Clients choose to work with us for a variety of reasons, including our use of globally diversified portfolios that are scientifically designed with up to 21 holdings in each portfolio. We automatically rebalance these portfolios on an as-needed basis at no extra cost to clients. We are not a one-size-fits-all advisor. Our all-in expenses for clients to have their portfolios professionally managed are highly competitive. Our focus is on controlling our clients' risk first, and performan
WEISER FINANCIAL GROUP - Services