Weinberg & Associates, Inc. is comprised of a diverse group of skilled professionals who are committed to assist clients in reaching their financial goals and desires. Our objective is to always put the needs of our clients first and satisfy those needs with quality products and services. We believe that proper planning is the key to financial independence and being prepared for the uncertainties of life. We counsel each client to determine the right course of action for their own individual situation and assist them in making the right choices. Our goal is simple... to develop a long-term relationship based upon trust, honesty and integrity with YOU, our valued clients.
Our associates utilize a team approach by referring our clients to professionals in many fields, providing comprehensive planning in such areas as:
Estate, business, financial planning and related services
Professional accounting and tax specialists
Business valuation services
Property and casualty specialists providing coverages for business and individuals including professional malpractice
Long term and skilled nursing care plan providers
Qualified retirement plans specialists
Group health and employee benefits plan specialists
Qualified attorneys with concentration in estate and business matters
For more information, or to speak directly to one our experienced professionals, please phone us at (847) 870-1700, or select the correct link to the left and complete a brief questionnaire.
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