claudia

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.

The Benefits of Charitable Giving & Donations in 2019
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The Benefits of Charitable Giving & Donations in 2019

Charitable giving

The Benefits of Charitable Giving & Donations in 2019

The term "donation" is an age-old word that describes the [...]

By Claudia Weisser|2019-06-12T12:04:07-04:00June 12th, 2019|Charitable giving|0 Comments

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

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

What is the difference between a financial planner and a financial advisor?
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What is the difference between a financial planner and a financial advisor?

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What is the difference between a financial planner and a financial advisor?

Considering the services of a financial professional but asking yourself [...]

By Claudia Weisser|2019-05-02T16:27:11-04:00April 17th, 2019|Generic|0 Comments

International Women’s Day 2019
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International Women’s Day 2019

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International Women’s Day 2019

For International Women’s Day 2019, Claudia Weisser shares how women [...]

By Claudia Weisser|2019-03-19T16:26:18-04:00March 19th, 2019|Generic|0 Comments

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