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Keith Weiss CFP®

Certified Financial Planner®

Areas We Serve

Keith Weiss, CFP® works with individuals and families throughout Putnam County, Westchester County, and Fairfield County. While based in Mahopac, many clients live in nearby communities across the region.

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Based in Mahopac, New York, Keith Weiss, CFP® works with individuals and families across Putnam, Westchester, and Fairfield counties, including Yorktown Heights, Somers, Danbury, and Ridgefield.

How I help…

Your trusted guide & partner to help you on your financial journey to maximize your Return on Life.

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VISIT WEISS-FINANCIAL.COM TO LEARN ABOUT OUR RETIREMENT PLANNING & INVESTMENT SERVICES.

Recent Posts

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Categories

  • 401(k)
  • 403(b)
  • Budgeting
  • Company Retirement Plans
  • Financial Planning
    • estate-planning
  • Insurance
  • Investing
  • Personal Finance
  • real-estate
  • Retirement Income
  • Retirement Planning
  • Retirement Plans
  • Small Business
  • Tax Planning
  • Taxes
  • Uncategorized

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Disclosure

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. Insurance products and services are offered through individually licensed and appointed agents in all applicable jurisdictions. The advisers at Weiss Financial Group are not attorneys of a law firm but can provide guidance to the client’s other professionals.

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