Weiss Financial Group

Financial ServicesNew York, United States2-10 Employees

Weiss Financial Group is a financial services firm based in Mahopac, New York, staffed by a small team. It works with young professionals trying to build a strong life for their families and couples nearing retirement, helping them convert assets into lifetime income and simplifying their finances by creating an actionable plan to support the retirement lifestyle they envision. The firm uses a structured process that starts with getting organized, clarifying goals and values, identifying opportunities and weaknesses, providing secure online access to a client portal, collecting data, and completing an online risk analysis.

On the delivery side, Weiss Financial Group produces a tailored financial plan, discusses recommended strategies, and, if needed, reviews an Investment Policy Statement. The firm positions itself as a fee-agnostic advisor by emphasizing CFP professionals and independence from commission-driven sales, while offering ongoing guidance and annual reviews to keep the plan on track. It also notes access to tax professionals through its affiliate to support integrated planning, and it does not limit services to high-net-worth clients.

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