Financial Planning  

Weiss Financial Group is a Financial Planning Firm. Our philosophy is to provide our clients with both personal and professional service. We offer Investment Analysis, Estate Planning, Tax Preparation & Planning, Insurance and a full range of Employee Benefit Plans for individuals as well as large and small companies.

Our mission is to create and maintain wealth for our clients through long-term effective asset management. We will build client relationships based on trust, competent professionals advice, continual communication and prompt personal service. We will assist our clients in setting financial goals.

Our success is based on our avid commitment to research. We have equipped our business with the most advanced technology available in the financial service industry and utilize our capabilities to the fullest. These investments in our business have allowed for our continued commitment to service.

Please visit my site at www.weissfinancialgroup.com and don’t hesitate to contact us for a real life meeting.                                                                                   

 

             Rick Weiss                 16255 Ventura Blvd, Suite 320
Encino, CA, 91346
Phone: 818-881-2822
Fax: 818-881-1722
Email: rick@weissfinancial.net
CA License Number: 0326622

                  

        

                                                                                   

 

 

 





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