Scott Weitz Email & Phone Number

I have worked in the Financial Services industry for 30 years. We specialize in working with closely held businesses and we help the owners and executives crystallize their objectives from both a business and a personal prospective. Creative thinker. Entrepreneurial mindset. Trusted advisor to business owners, executives and high net worth individuals by providing expertise as it relates to Employee Benefit Plans, Asset Management, Insurance, and Estate & Retirement planning. Driven, enthusiastic leader who thrives in a collaborative and achievement oriented environment.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Weitz Financial Group LLC, nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Weitz Financial Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.I am not licensed in all jurisdictions.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.6905 Rockledge Dr., Ste 120 Bethesda, MD 20817(301) 214-6712

Listed skills include Life Insurance, Long Term Care, Risk Management, Key Person Insurance, and 3 others.

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  University Of Maryland College Park

  Business, Management, Marketing, And Related Support Services