What departments does Weiss Financial Group have?

Weiss Financial Group has employees across 2 departments including Program & Project Management, Finance.

What is the largest department at Weiss Financial Group?

The largest department at Weiss Financial Group is Finance with 2 employees.

Where are Weiss Financial Group employees located globally?

Weiss Financial Group has employees across 1 continents and 1 countries including United States Of America.

How has Weiss Financial Group's team size changed over time?

Weiss Financial Group's team has remained stable from approximately 2 to 2 employees based on available data.

Weiss Financial Group Employee Directory

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.

Weiss Financial Group Global Highlights

North America
5

United States Of America
5

Weiss Financial Group's Leadership

G. W.
Project Manager
Mobile Phone
Email
K. W.
Certified Financial Planner
Mobile Phone
Email
S. W. C. R. C. A. A. A. C.
Personal Financial Advisor - Certified Financial Planner™ Professional
Mobile Phone
Email

Weiss Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Weiss Financial Group

Name

Title

Contact Info

Location

Last Update

G. W.
Project Manager
Mobile Phone
Email
United States
Sep 09, 2025
K. W.
Certified Financial Planner
Mobile Phone
Email
United StatesNew York
Jan 04, 2024
S. W. C. R. C. A. A. A. C.
Personal Financial Advisor - Certified Financial Planner™ Professional
Mobile Phone
Email
United StatesNew York
Oct 20, 2025

Frequently Asked Questions

What is Weiss Financial Group known for?

Weiss Financial Group was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 704 Route 6 Mahopac, New York 10541 United States; you can contact the main corporate office by phone at

+1-845-621-****

. Explore Weiss Financial Group's company overview page for more information.

What is Weiss Financial Group's most common email format?

Weiss Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Weiss Financial Group email formats with LeadIQ.

How many employees does Weiss Financial Group have currently?

Weiss Financial Group has approximately 4 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Weiss Financial Group's key employees and leadership?

As of January 2026, Weiss Financial Group's key employees include:

Project Manager: G. W.
Certified Financial Planner: K. W.
Personal Financial Advisor - Certified Financial Planner™ Professional: S. W. C. R. C. A. A. A. C.

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Weiss Financial Group Employee Directory

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