Jeffrey Weiner Email & Phone Number

As part of the Weiner/Rubin/Weiner Financial Team, I provide a full range of financial planning and investment management services to individuals and businesses. Our mission is to build life-long client relationships based on a foundation of trust and client satisfaction. After practicing law for eight years, I moved to the financial services industry in 1996 and found my calling. I work closely with each client to understand their situation, develop a comprehensive plan to help them achieve their financial and personal goals, and implement that plan. I then provide ongoing advice, guidance, and support to try to help take care of my clients in the best way possible.I work hard to bring the highest levels of expertise and resources to bear on behalf of our clients. For our team, my responsibilities include identifying, evaluating, and monitoring the mutual funds, professional money managers, and variable annuities we utilize in our clients' portfolios.I look forward to showing you what our client-focused approach can mean for you and your family. Please send me a connection to learn more or call me at (410) 347-5577.

Listed skills include Investments, Investment Planning, Portfolio Management, Asset Allocation, and 32 others.