Financial Advisors for Trust Services
Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Financial Advisors
Chris Gure
15 Client Reviews
"Started working with Chris because no one else could explain my 401k, equity comp, and taxes in a way that actually made sense. Most advisors pitch products. He solves real problems and keeps my entire financial life moving in the right direction. That is why we trust him."
Anthony Syracuse, CFP®
5 Client Reviews
"Personalized approach. Comfortable and approachable working relationship.
Responsive and timely."
Responsive and timely."
Matt-Magee, CFP®
1 Client Reviews
"Can’t say enough about how Matt helped me throughout the years in wealth management and planning for retirement."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Rodriquez Wealth Management
At Rodriquez Wealth Management, our dedicated team offers a highly personalized approach that helps you simplify the challenges associated with preserving, growing, and transitioning your wealth.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
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