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Hi, I’m Leon.

Let's talk about your financial future.

Leon Weinerman

Vice President

I can help you with:

  • Income-Oriented Strategies
  • Retirement Planning
  • Annuity and Life Insurance Reviews
  • 401(k) Rollovers and IRAs
  • Tax-Efficient Strategies
  • College Savings Plans
  • Personalized Service and Complimentary Consultations
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Recent Articles

Catherine Guerrieri

The 50/30/20 Budget Rule as a Guide for Graduates

As recent graduates embark on their journey into the professional world, mastering personal finance becomes crucial to their transition to independence. One popular budgeting framework that has gained traction, especially among young adults, is The 50/30/20 Budget Rule. This rule offers a straightforward approach to managing finances,...

Catherine Guerrieri

The Vital Role of Fathers as Financial Role Models

Fathers play a crucial role in shaping their children's financial attitudes and behaviors. Beyond providing for their families, fathers serve as mentors, guiding their children toward financial literacy and independence. The significance of fathers as financial role models must be addressed. A recent study shows that...

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