Wealth Management by Monica Weissmann Inc.
4101 Young Steet ,Suite 700, emailed,
Today: By appointment
Business details
Description
Monica Weissmann is an independent Wealth Manager for people who need their money to grow, earn income for them and plan for the future. She is a licensed Financial Adviser at Manulife Securities Incorporated and has been a licensed investment adviser for 17 year. She also is a life-licensed adviser able to help you with personal health, group plan and travel insurance.
Monica specializes in turning around investment accounts that are not growing or generating income, and finding tax-friendly solutions in estate planning and financial planning.
Certifications and associations
CSC, CPH, CFP, CIM
Categories
Features
- Estate Plan
Parking detail
- Free
Language options
- English
- French; Romanian
- Russian; Lithuanian
Business hours
- Saturday By appointment
- Sunday Closed
- Monday
- Tuesday
- Wednesday
- Thursday
- Friday