Kelly Graves's Contact Details

Kelly Graves's Company Details

Weiss, Hale & Zahansky Strategic Wealth Advisors

Pomfret Center, CT, US • 20 - 49 Employees
Financial Services

Weiss, Hale, & Zahansky Strategic Wealth Advisors was created in 2006 by long-term business partners, Jim Weiss and Laurence Hale. As an independent investment firm, WHZ partners with Commonwealth Financial Network®, the largest privately-owned independent Registered Investment Adviser broker-dealer and, offers more than 50 years of combined experience in the financial industry.Weiss, Hale, & Zahansky offers wealth management services using a unique and strategic process that encourages clients to Plan well, Invest well, and Live well™. Managing partners Laurence Hale, AAMS®, CRPS® and James Zahansky, AWMA® offer portfolio management and financial guidance to not-for-profit institutions, individuals, families, and businesses. Hale, Zahansky and Senior Vice President, Advisor Leisl Cording, CFP® have all been awarded the Five Star Wealth Manager award for 2021. Learn more here: https://www.whzwealth.com/weiss-hale-zahansky-strategic-wealth-advisors-named-five-star-wealth-managersThey practice at 697 Pomfret Street, Pomfret Center, CT 06259, 860.928.2341. For more information regarding wealth management and customized financial planning with Weiss, Hale, & Zahansky Strategic Wealth Advisors, please visit www.whzwealth.com.This communication is strictly intended for individuals residing in the States of AK, AL, AZ, CO, CT, FL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OR, PA, RI, SC, TX, VA, & VT. No offers may be made or accepted from any resident outside these states due to various state requirements & registration requirements regarding investment products and services. Please see our Terms of Use here: www.comonwealth.com/termsofuse.htmlSecurities and Advisory Services offered through Commonwealth Financial Network®, Member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through Weiss, Hale, & Zahansky Strategic Wealth Advisors are separate and unrelated to Commonwealth.