Weinberg & Associates, Inc.
is comprised of a diverse group of skilled professionals who are committed to
assist clients in reaching their financial goals and desires. Our
objective is to always put the needs of our clients first and satisfy those
needs with quality products and services. We believe that proper planning
is the key to financial independence and being prepared for the uncertainties of
life. We counsel each client to determine the right course of action for
their own individual situation and assist them in making the right
choices. Our goal is simple... to develop a long-term relationship based
upon trust, honesty and integrity with YOU, our valued clients.
Our associates utilize a team approach by referring
our clients to professionals in many fields, providing comprehensive planning in
such areas as:
- Estate, business, financial planning and
related services
- Professional accounting and tax specialists
- Business valuation services
- Property and casualty specialists providing
coverages for business and individuals including professional malpractice
- Long term and skilled nursing care plan
providers
- Qualified retirement plans specialists
- Group health and employee benefits plan
specialists
- Qualified attorneys with
concentration in estate and business matters
For more information, or to speak directly to one our
experienced professionals, please phone us at (847) 870-1700, or select the
correct link to the left and complete a brief
questionnaire.
(c) Copyright 2007 Weinberg
& Associates, Inc. All rights reserved.
*Securities offered through The O.N. Equity Sales Company Member FINRA,www.finra.org/SIPC,www.sipc.org, One Financial Way, Cincinnati, OH 45242 (513) 794-6794
*Licensed in the states of IL, WI, IN, AZ, FL (Lic #: 040391)
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