Weiser Financial

Financial Planner

Special Care Planner
301 East Pine Street, Suite 800, Orlando, FL 32801

Julie Weiser

Julie Weiser

Personal Marketing Assistant

Domicile State: FL
Phone: 407-393-2787
Fax: 407-422-7569
E-mail:
 

Providing our clients with excellent service has always been a top priority and we consider it the cornerstone of our practice. The use of a Personal Assistant in our practice allows us to spend more time helping clients like you.

Julie handles my general administrative duties, policy service requests, and assists me in processing your business. She may respond to your phone calls regarding general questions, as well as setting and confirming appointments as needed. The use of a Personal Assistant in my practice allows me to spend more time helping clients, like you, to further develop strategies for your financial security, and enhances the overall speed and quality of service provided.

I am confident that Julie’s support will have a positive effect on our professional relationship and I encourage you to contact her whenever the need arises. Of course, I will continue to be available for all of your financial service needs and as a resource to use as you see fit. 

Contact Information:

Weiser Financial

301 East Pine Street, Suite 800
Orlando, FL 32801

Securities and investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.  Weiser Financial is not a subsidiary or affiliate of MML Investor Servicies, LLC.  Supervisory address: 301 E. Pine Street, Suite 800, Orlando, FL 32801 (407) 425-7501.  CRN202003-227891

 

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck