|
Nancy Weingard
CFP®, CLTC, AEP
Vice President, Financial Planning
2255 Glades Road
Suite 120-A
Boca Raton, FL 33431
Phone: 561-997-9100
Fax: 866-206-2609
Toll-Free: 800-327-1055
Contact Us
Map & Directions |
ServicesHaving choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.
- Asset Allocation - Asset allocation versus diversification - what's the difference?
- Asset Management - Discover the benefits of professional asset management.
- Estate Planning - Peace of mind takes planning.
- Financial Planning - Your financial future is important. Don't trust it to just anyone.
- Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
- College Planning - What will it take to deliver the dream?
- Identity Theft - The more you know about identity theft, the better you can protect yourself.
- Risk Management - Preparing for the unexpected, protecting your portfolio using quality insurance
- Charitable Planning - Leaving a legacy and helping others
- Asset Protection - Protecting your wealth from future creditors
|