Winter Park Wealth Group, is a new practice started by
Ben Weiner - Director, WPWG, Financial Advisor, RJFS,
Duke Marsh - Director, WPWG, Financial Advisor, RJFS
and Mike Hlavek - Director, WPWG, Financial Advisor,
RJFS.
A legacy and tradition that began at Shearson Hammill more than 50 years ago with Ben's father, Richard Weiner, continues today.
At Winter Park Wealth Group we look to continue to provide the level of professionalism, expertise and care that our clients and friends have come to expect. Our goal is to treat all with the respect that they deserve and to deliver financial, retirement and educational planning services in a client centric and friendly environment.
Additionally, we are thrilled that our two Registered Associates, Margie Rhodes and Kim King continue to be part of ours and your team. We welcome you to come visit our new office in Winter Park.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Winter Park Wealth Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Shearson Hammill and Richard Weiner are not affiliated with Raymond James.
A legacy and tradition that began at Shearson Hammill more than 50 years ago with Ben's father, Richard Weiner, continues today.
At Winter Park Wealth Group we look to continue to provide the level of professionalism, expertise and care that our clients and friends have come to expect. Our goal is to treat all with the respect that they deserve and to deliver financial, retirement and educational planning services in a client centric and friendly environment.
Additionally, we are thrilled that our two Registered Associates, Margie Rhodes and Kim King continue to be part of ours and your team. We welcome you to come visit our new office in Winter Park.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.
Winter Park Wealth Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.
Important Disclosure Information: http://raymondjames.com/smicd.htm
Shearson Hammill and Richard Weiner are not affiliated with Raymond James.
Estate Planning: Trust services for the preservation of assets and the fulfillment of wishes.
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?
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