Guide > Audit & Consulting in Maryland > Audit & Consulting in Bethesda > Scott A Weitz, Financial Adviser - Weitz Financial Group, Llc
Scott A Weitz, Financial Adviser - Weitz Financial Group, Llc
6905 Rockledge Drive, Bethesda, MD 20817
Location & Phone number
6905 Rockledge Dr # 120, Bethesda, MD 20817, United States
About the Business
Scott A Weitz, Financial Adviser at Weitz Financial Group, LLC, located in Bethesda, Maryland, is a premier financial services and employee benefits firm dedicated to serving professional advisors since 1989. Specializing in working with closely-held corporations, Weitz Financial Group offers comprehensive employee benefits consulting and wealth management solutions. Founder and principal Scott Weitz prioritizes exceptional service, mutual trust, and respect with every client, empowering them to make educated decisions aligned with their goals. With a client-centric approach, education, experience, and extensive resources, Scott has become one of the most sought-after advisors in the Washington DC area.
Services provided by Weitz Financial Group include holistic wealth management, investment advisory services, asset protection, employee benefits, succession planning, and more. Scott Weitz is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, he is registered as an Investment Adviser Representative under Eagle Strategies LLC, offering advisory services in Maryland, Washington DC, Virginia, and New Jersey.
With a strong focus on personal values, financial goals, and risk tolerance, Weitz Financial Group works with individuals, families, and businesses to create and execute customized strategies to meet their financial objectives. Scott Weitz is also an avid Maryland sports fan and supporter, actively involved in the University of Maryland community. Visit Weitz Financial Group at 6905 Rockledge Drive, Suite 120, Bethesda, MD 20817-1817, for innovative financial planning solutions tailored to your specific needs.
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