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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Weiss Financial Services
Weiss Financial Group is a fee-only RIA focused on retirement planning and investment management for pre-retirees and retirees in New York’s Putnam/Dutchess County region. The CFP®-led team helps clients navigate pensions, 401(k)/403(b)/457 plans, stock options, and major life transitions with comprehensive planning, portfolio management, and an ongoing annual review process. Unique: Scott Weiss’s former Money Magazine/Mutual Funds Magazine art director background brings a clear, education-first approach.
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Owner & Executives
LISBETH KAY WEISS
Owner
- CRD
- #1210794
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,989,900 | -- |
| Total | $8,989,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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