Whz Strategic Wealth Advisors

Financial Services · 11 Employees
Phone Number: 8609282341
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  • Employees
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About
Absolute Confidence. Unwavering Partnership. For Life. This is the ultimate outcome that WHZ works to provide to each and every client through engaged, personalized, and holistic wealth management services built on a strategic Plan well, Invest well, Live well™ process. The firm offers portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. WHZ was founded in 2006 as an independent investment firm and offers more than 60 years of combined experience in the financial industry. They are a partner of Commonwealth Financial Network® and practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com. This communication is strictly intended for individuals residing in the States of AK, AL, AZ, CO, CT, FL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, & VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.html Securities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss, Hale, & Zahansky Strategic Wealth Advisors are separate and unrelated to Commonwealth.
Year Founded
2006
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Industry
Financial Services
HQ Location
697 Pomfret Street Pomfret Center, CT 06259, US
Keywords
Wealth ManagementRetirement Income PlanningFinancial Life PlanningLife Goal PlanningMoney In MotioIRA RolloversFinancial PlanningYour Wealth GuideNavigational PartnersWe Help Put It All Together
Location
2
  • 697 Pomfret Street Pomfret Center, CT 06259, US
  • 392 a Merrow Rd Tolland, Connecticut 06084, US

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