Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor
About the Business
Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a reputable finance institution located at 400 Broadhollow Road in Melville, New York, United States. With a team of highly qualified professionals, they specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Whether it's retirement planning, investment management, or estate planning, they offer personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor is a trusted partner in helping clients secure their financial future.
Photos
Location & Phone number
400 Broadhollow Rd, Melville, NY 11747, United States
Hours open
Monday:
8:00 AM - 6:00 PM
Tuesday:
8:00 AM - 6:00 PM
Wednesday:
8:00 AM - 6:00 PM
Thursday:
8:00 AM - 6:00 PM
Friday:
8:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Great experience working with Kris and Kiran. Kris did a great job at explaining everything clearly and really listened to our needs/ what we were looking for when it came to the policies/plans North Western offers. Kris goes above and beyond to make sure you understand exactly what your family needs and if it can’t be done now, he helps you set up a plan that’ll allow you to do so in the future. Kris and Kiran are both very caring hard working individuals, and I would recommend anyone looking to work with a financial planner to definitely reach out to them."
"I’ve been working with Kris for about two months on getting a life insurance Policy for me and my family. And with his knowledge and great recommendations we finalized on policy that works perfectly for us with our killing our pockets. My wife and I are very happy working with Kris and will also be using him to help us build our investment portfolio."
"Kristopher Weinisch provides professional, comprehensive financial planning in a personal and straightforward manner. Kris always followed up promptly and was responsive to any questions that arose while helping develop an additional retirement account for me. I highly recommend reaching out to Kris and his team, as they are easy to work with and provide excellent guidance, whether you are looking to get a financial plan in place or have an existing plan that you'd like to have reviewed."
"Kris was highly recommended by family. He is very personable and always acts in my best interest. He helped guide me to determine what kinds of investments and investment strategies were best suited for me. He is available to answer questions and checks in often to discuss my investment allocations and any changes I would like to make. Great guy who is truly enthusiastic about helping his clients!"
"I have been lucky enough to know Kris for a couple of years now. When we were first introduced it was simply to sure up my family's personal insurance needs. With some simple and straight forward advice I am now confident in the financial future of my family. Kris has walked my wife and I through our life and disability insurance options, long term and short term savings strategies as well as collage saving strategies for our 3 children. Every person/family has different financial planning needs. I am sure that Kris can assist you and yours to structure a stable financial future. Kris and his team are always professional, personable, and never leave me hanging when I reach out for advice."
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