Weingarten Associates Llc

Alex Stone 

on Google

a year ago

I called Weingarten Associates back in September to discuss reallocating my inherited assets to purchase a home. Our meeting gave me the confidence I needed to start making those big decisions. We ended up going with a place that was higher than our discussed budget at that time, but Ken was able to help me make sure I was going about it in the smartest way possible. The settlement day is tomorrow, and that's largely because of his help in giving me a crash course in my portfolio and investing overall. Go with Weingarten Ass... read more

John Hartman 

on Google

2 years ago

Six years ago, I began my search for a fee-only financial advisor. After reviewing several websites, I scheduled an appointment with Weingarten Associates. I was impressed from the start with their attention to my needs. We developed a financial plan which has served as the foundation on which all subsequent financial decisions have been made. Prior to my engagement I had managed all my own financial resources. Over the years I have come to appreciate the benefits of a diversified portfolio. In addition, the tax efficiency o... read more

Chris Maurer 

on Google

5 years ago

Probably the single best resource for those of us who'd like to think we can plan our own retirement but know we don't have the time (or really the expertise). Weingarten Associates allows me to sleep at night without the nagging feeling that I'm not doing what I know I should be doing to safeguard my family and my retirement. 

Dianne Hall 

on Google

5 years ago

Weingarten Associates made it possible for us to retire at the time of our choosing with complete confidence that we were financially secure. Through the process of working with us, they came to a full understanding of our needs and wishes, and of our attitudes about risk, spending, and saving. Their personalized guidance and their continued diligence in keeping us on track and staying aware of our changing requirements have helped us financially, but also emotionally, by making sure we all had a good grasp on our situation.