Stuart Weier ('93)
When your financial goals are at stake, you need advice you can trust. You need an independent financial consultant that can offer products and services from hundreds of companies without the burden of proprietary products, management influence or sales quotas. This makes your needs the only motivating force behind my recommendations. Some of the areas I can help you with include planning for a secure retirement, saving for a child's college education, portfolio allocation and management of investment dollars, insurance planning and planning distributions from retirement assets. As an independent CERTIFIED FINANCIAL PLANNER (TM) professional I will work with you over the long term helping you make informed and well-educated decisions about appropriate financial, investment and insurance strategies. For those considering my services I would be happy to meet with you for a no cost or obligation appointment to review how I can help you.
Other Affiliation to Skidmore: Alumna/us
I have worked as a financial advisor since 1996. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a registered investment adviser. This communication is strictly indended for individuals residing in the states of MA, RI, CT, NH, VT, ME, NY, FL, GA, CA, AZ, LA, NC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment product and services.