Financial Services Consultant

Founded 1966 • Angie's List since December 2013

B Rated | 7 Reviews

Description

As a licensed Investment Advisor Representative and Fiduciary its a legal obligation to keep your best interests in mind to help plan your financial future. (we work with many investments, retirement account rollovers, insurance, income,etc). We can help you build an investment plan that will allow you to live the lifestyle you want. Our winning team has over 100 years experience leveraging the best resources in the financial industry to help accumulate wealth, protect your assets, and income for life. We can help you address the most common questions asked: 1. How can I take market and longevity risk off the table? 2. How can I build wealth and retire with peace of mind knowing I have guaranteed income for life? 3. How can I get guaranteed tax-free income for life? 4. Not contributing or receiving matching with old IRA's/401ks? Must be moved. 5. Want better returns on certificate of deposits (CDs)? 6. Do you know who the best financial managers in the world are and have proven it through various depression eras over the last century? 7. Did you know that over 450 banks across the US have failed since 2008 so is your money safe? 8. Are you prepared if your business partner unexpectedly dies? 9. Do you have key employees you want to retain? 10 Do you know how to maximize your social security benefits? 11. How can I reduce the high costs of college that does not involve poor performing 529's? Our team has the best minds in the financial industry with many years of helping people protect assets and plan for their financial futures. Give us a call today for a free review....

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Verified Reviews

A few reviews for this pro…

F

RATED

04/03/2015

COMPLETE WASTE of MONEY.   On Wednesday, March 25, 2015, I purchased ?2 Hours of Financial Investment Consultation? for $499.  It turned out to be Glen Weaver of Fairfax, VA.  He sent me an email to say thanks and asked to talk for a couple minutes for introductions.  When we spoke for introductions, he was giving me quotes from a book by a motivational speaker: A motivational speaker with no back...

DESCRIPTION OF WORK
The "financial advisor", Glen Weaver, literally did nothing.  He did not show up for the appointment and did not call or email me to say why.  

CATEGORY financial advisor

SERVICE PROVIDER RESPONSE

There are 2 sides to every story. Here is a guy who claims to be a CPA and was recently let go from his job. That was a big red flag right away since the woman in my life is a CPA and has recruiters calling/emailing all the time for job opportunities. I even offered to connect him with one of the recruiters that calls her, but no response from him. I also have a CPA who wrote a very nice review he...
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RATED

01/07/2015

One word for Glen, AWESOME.  He walked me through everything.  Simple and informative information with no pressure.  I rolled a 401K that I wanted to be more stable for me without having to watch the market everyday.  Glen is my go to guy for everything financial.  My advice to those looking for someone to assist them with investments contact Glen immediately.

DESCRIPTION OF WORK
Provided financial advice.

CATEGORY financial advisor

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RATED

09/13/2014

Glen gave us advice and walked us through what we needed to do to set up accounts. There was no pressure, just solid advice.

DESCRIPTION OF WORK
Glen Weaver advised us on what we could do with a recent inheritance and our house. He also referred us to a real estate agent who specializes in houses like ours.

CATEGORY financial advisor

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RATED

01/14/2014

Best experience by far from a Financial advisor. bottom Line : No pressure to commit ;Clear, concise guidance from a true professional. I could not find anyone that would come to my home and sit down with me and discuss my situation. It seems everyone wants all your figures over the phone. We'll, Mr Glen Weaver was the exception. We TALKED at my kitchen table and discussed my challenges at differe...

DESCRIPTION OF WORK
Mr Weaver provided me investment strategies for my retirement income as well as a plan for taking care of my children if I should pass.

CATEGORY financial advisor

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RATED

12/19/2013

OUTSTANDING service from start to end.  I had a 401k from a previous job that became stagnant. A friend recommended Glen to me.  He helped me move the 401k from my previous employer to a safe and growth vehicle.  We met multiple times to discuss my financial objectives, risk tolerance, and estate planning needs. Glen was understanding and respectful, active listener, and patient through the fact-f...

DESCRIPTION OF WORK
401 K rollover

CATEGORY financial advisor

Services Offered

401k/403b/IRA rollvers, tax reduction strategies, long term care, college planning, estate and investment planning, strategies to maximize social security benefits, annuities, individual and group health, life, disability insurance, buy and sell agreements, guaranteed growth and income. many partnerships with experienced attorneys, accountants & real estate agents. As a licensed Investment Advisor Representative and Fiduciary.

Services Not Offered

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General Information
Free Estimates
No
Payment Options
Check, Visa, MasterCard, American Express, Discover
Senior Discount
No
Emergency Service
No
Warranties
No