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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.
Company Details
- Employees
- 25
- Founded
- -
- Address
- 697 Pomfret Street, Pomfret Center,ct 06259,united States
- Industry
- Financial Services
- Website
- http://www.whzwealth.com
- Keywords
- Wealth Management, Retirement Income Planning, Financial Life Planning, Life Goal Planning, Money In Motion, IRA Rollovers, Financial Planning, Your Wealth Guide, Navigational Partners, We Help Put It All Together.
- HQ
- Pomfret Center, CT
Whz Strategic Wealth Advisors Questions
WHZ Strategic Wealth Advisors's website is http://www.whzwealth.com
WHZ Strategic Wealth Advisors's LinkedIn profile is https://www.linkedin.com/company/whzwealth
WHZ Strategic Wealth Advisors has
25 employees.
View email and phone details for 25
employees at WHZ Strategic Wealth Advisors.
WHZ Strategic Wealth Advisors's industry is
Financial Services
WHZ Strategic Wealth Advisors's top competitors are
Stryker,
Cherry Creative,
Hightower Advisors,
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The Alt View, Llc,
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3333 Group.
WHZ Strategic Wealth Advisors's categories are Financial Services
WHZ Strategic Wealth Advisors's founding year is 2006
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Top WHZ Strategic Wealth Advisors Employees
-
Kate Lissfelt Pitts
Redefining The Wealth Management…
Greater Boston, United States -
Laurence Hale, AAMS, CRPS
n/a
Pomfret, Connecticut, United States, United States4weissandhale.com, gmail.com, hotmail.com, whzwealth.com4 +186092XXXXX
-
-
Laura Dunn
Ceo And Chief Brand Strategist |…
Danielson, Connecticut, United States, United States3quillandcursor.com, daykimball.org, gmail.com1 (860) 9XXXXXXX
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