Weingarten Associates LLC

"I called Weingarten Associates back in September to discuss reallocating my inherited assets to purchase a home. Our meeting gave me the confidence I needed to start making those big decisions. We ended up going with a place that was higher than our discussed budget at that time, but Ken was able to help me make sure I was going about it in the smartest way possible. The settlement day is tomorrow, and that's largely because of his help in giving me a crash course in my portfolio and investing overall. Go with Weingarten Associates, they listen and they care!"

"Six years ago, I began my search for a fee-only financial advisor. After reviewing several websites, I scheduled an appointment with Weingarten Associates. I was impressed from the start with their attention to my needs. We developed a financial plan which has served as the foundation on which all subsequent financial decisions have been made. Prior to my engagement I had managed all my own financial resources. Over the years I have come to appreciate the benefits of a diversified portfolio. In addition, the tax efficiency of where assets are placed has been proven each year when tax returns are prepared. What I cherish most about this engagement is the warm and caring interactions on a regular basis with Ken, Trina and Frank."

"Weingarten Associates made it possible for us to retire at the time of our choosing with complete confidence that we were financially secure. Through the process of working with us, they came to a full understanding of our needs and wishes, and of our attitudes about risk, spending, and saving. Their personalized guidance and their continued diligence in keeping us on track and staying aware of our changing requirements have helped us financially, but also emotionally, by making sure we all had a good grasp on our situation."

"Ken, Trina, and Frank have assisted three generations of our family effectively with financial planning and tax preparation. We've had multiple personal and professional moves in the five years we have worked together. We've found them to be wise, warm, ethical, responsive, and responsible in dealing with our multi-state and trans-national issues. Their recommendations have matched our investing philosophy. Prior to working with them we were highly skeptical of most commercial financial planning advice, advisors, software, and websites/publications. We found their professional qualifications to be superior in all respects. We don't trust the casino of the markets nor those who are out to fleece the average investor. Access to strong long-term care planning products, substantial increases in life insurance, using higher deductibles and limits for auto insurance, adding umbrella insurance, and increasing savings for retirement have all been wise counsel from the Weingartens over time. Most of all, the goal is not just to make money but insure we don't LOSE money in investing and portfolio over time. That has meant every dollar has been well spent with them and we've been pleased with returns. We've recommended them to colleagues and friends alike."

"About a year ago my husband and I, both working professionals, met with Weingarten Associates in their clean, comfortable, and quiet home office. They went beyond just answering our questions in a professional manner, but actually taught us many things we never considered. Ken gave us unbiased advice on our financial goals, investments, and tax planning. We also required help preparing a unique tax return amendment, and that was handled expeditiously as well. If you’re considering meeting with a financial adviser, I can’t recommend them enough. A year later we are still thankful we met with them. I found them by researching the Certified Financial Planners database. Thank you again, Weingarten Associates"