Weiss & Hale Financial, LLC
Our mission is to offer exceptional service to our clients and guide them to: "Plan well. Invest well. Live well." Visit our team at www.weissandhale.com to learn how we best serve high-net-worth individuals and institutions across the United States
With trust and confidence and more than 50 years' combined experience in the financial industry, Weiss & Hale Financial helps clients put it all together with wealth management and goal-oriented financial planning. Our tenured investment advisors use a unique navigational process to help our clients to Plan Well, Invest Well & Live Well.™ Our professional team provides guidance to help clients meet their financial life goals. We place clients' interests first and carefully grow long-term relationships with shared values, competency and open communication. Managing Partners, Laurence N. Hale, AAMS, CRPS® and James A. Zahansky, and Partner James A. Weiss, AAMS, RLP® deliver on the simple philosophy of planning, investing and living well by offering: Customized In-Depth Planning Dynamic Investment Process Outstanding Personal Service Excellence, confidentiality, and integrity are our guiding principles and as an independent financial advisory office, we advocate for our clients' priorities. Please visit our website's Plan Well, Invest Well, and Live Well sections to learn more, and bookmark our website for resources such as online account access and the Independent Market Observer investment blog.
Address: 697 Pomfret Street (on Scenic Route 169), Pomfret Center, CT 06259, USA
Phone: +1 860 928 2341
FAX:
