About Claudia Weisser

Experienced Senior Investment Advisor with a demonstrated history of working in the financial services industry. Skilled in Insurance Planning, Securities, Asset Management, Investment Strategies, and Retirement Planning.
Happily helping my clients with wealth management strategies!

19 important questions to ask your financial advisor before considering taking them on as your financial consultant

1. Who are you? This is the seemingly the [...]

By |2019-07-05T18:01:28-04:00July 5th, 2019|Financial questions|0 Comments

Roundup of the best strategies to use to minimize tax on your retirement income

In this month’s blog article, I’m going to go over [...]

By |2019-05-17T13:24:20-04:00May 17th, 2019|Generic|0 Comments
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