Financial Services - Lake Success, NY, US
Weber Asset Management is an independent, multi-generational firm managing approximately $500 million for families, individuals, small firms and organizations.Your situation is unique. Each individual and family has their own goals, and we help you achieve those goals. Through in-depth conversations and comprehensive financial planning, we create a roadmap together. Our services include investment management, retirement planning, wealth transfer, charitable giving and more. Importantly, we do not sell any product. We manage your money, but as a Registered Investment Advisor we never earn fees or commissions from any brokerage or insurance firm. Our interests are strictly aligned with yours.Learn more at http://www.weberasset.com/
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