301 East Pine Street
We start with the conversation focusing on the client’s goals. With those goals in mind we create and implement a customized approach to achievement. We focus on Retirement & Estate Planning while keeping an eye on possible risks. We help clients achieve Growth Strategies, Income Strategies, and Asset Preservation Strategies for their goals. For clients with more focused goals, we will tailor our plans, such as College Planning & Protection Solutions.
Special Care Planner, Financial Services Representative
Cory Weiser has 20 years of experience in the Financial Services industry and currently resides in Windermere, FL with his wife Julie, and son Emryk. Cory works closely with individuals and small business owners to customize retirement...
Client Service Specialist
Emilynn has an evergreen focus on client customer service. She spearheads all client service requests and inquiries to ensure timely processing and flawless execution. She will assist with client statements, changes to client...
Personal Marketing Assistant
Julie has been part of the Weiser Financial team for the last 7 years. She has 18 years of experience in customer service, working in both finance and the renewable energy industry. Julie focuses her efforts on the new client and...
Financial Planning Coordinator
Earned a Bachelors of Science in Finance from Florida State University. Matt has over 9 years experience in the Financial Services Industry.