Weiss Financial Group

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Using the latest technology we help mid-career professionals who are trying to build a great life for their family and couples nearing retirement who need help converting their assets into lifetime income to support the retirement lifestyle they envision. We help simplify their finances and design an action plan to optimize their money so they can live their best financial life.
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Weiss Financial Group is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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Weiss Financial Group Contact Information:

  • 704 Route 6
    Ste 7
    Mahopac, NY 10541
  • Map
  • Phone: (845) 621-5900
  • Fax: (845) 621-4931
  • Send Message
  • Hours Currently Open

    Monday 9:00 am - 5:00 pm
    Tuesday 9:00 am - 5:00 pm
    Wednesday 9:00 am - 5:00 pm
    Thursday 9:00 am - 5:00 pm
    Friday 9:00 am - 5:00 pm