Jon Wieren

Financial Advisor at Benedetti, Gucer & Associates - Sandy Springs, GA, US

Jon Wieren's Contact Details
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N/A
Location
Atlanta, Georgia, United States
Company
Benedetti, Gucer & Associates
Jon Wieren's Company Details
Benedetti, Gucer & Associates logo, Benedetti, Gucer & Associates contact details

Benedetti, Gucer & Associates

Sandy Springs, GA, US • 20 - 49 Employees
Financial Services

We are Registered Investment Advisors. Most firms are not. Being an RIA means that we have a legal fiduciary duty to provide suitable investment advice to our clients and to always act in their best interests. But even if we weren't RIA's, we'd still do what's best for our clients. That's just the way we were brought up.We offer investment options not available to most people. Privately traded REIT's purchased at a discount on the secondary market for example. And private equity and activist investor funds for a couple more. Fact is, we offer every investment option the largest firms do and some they don't. Along with advice that is much more sophisticated than that offered by our competitors. (Our tax planning advice as it pertains to investments is particularly highly valued by clients.)We don't believe in "playing the market". We believe the stock market is a great place to grow wealth. But not necessarily to create it. Most of our clients have created their wealth through their business, their real estate and their practices. They trust us to protect it and help it grow.

Wealth Management 401K Advice 401K Rollovers Estate Planning Retirement Planning 401K Review Corporate Retirement Services
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Frequently Asked Questions about Jon Wieren
Jon Wieren currently works for Benedetti, Gucer & Associates.
Jon Wieren's role at Benedetti, Gucer & Associates is Financial Advisor.
Jon Wieren's email address is ***@bgawealth.com. To view Jon Wieren's full email address, please signup to ConnectPlex.
Jon Wieren works in the Financial Services industry.
Jon Wieren's colleagues at Benedetti, Gucer & Associates are Cher Scout, Russell Clarke, Chris Cristallo, Heather Gardner, Jaime Benedetti, Megan Kaufman and others.
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