NetworkยทVenture Capital

Weinand Financial, INC.

Unclaimed

๐Ÿ“ LACEY, WA

Venture Capitalfinancial services
www.weinand.us โ†—

SEC CRD #801-129080

About

--> Weinand Financial || Financial Advisor Lacey, WA top of page PLAN FOR YOUR FINANCIAL FUTURE WITH CONFIDENCE Get Started Today ABOUT OUR EXPERTISE Weinand Financial is dedicated to providing comprehensive financial planning services to individuals, families and businesses. With over 30 years of experience, our team is committed to offering tailored solutions, ensuring a secure financial future. This space is where we share insights into our approach, values, and the personalized guidance that we offer. It is an opportunity for you to understand how we can truly make a difference in your financial planning journey and in your future. SERVICES At Weinand Financial, we understand the importance of maintaining your ongoing trust. That is why we offer an expert guidance and comprehensive approach to analysis for both individual and business clients. We provides a variety of solutions tailored to your specific needs and goals. With your best interest as our priority, we are fully committed to helping you achieve success. Individual Financial Planning Business Investment Planning Long Short Term Retirement Cash Flow/Net Worth Analysis Pension Review (Private Public) IRA Roth IRA Accounts Retirement Plan Services College Fund Accounts Mutual Fund Accounts Individual Stock Accounts 401(k) Set-Up, Services, Plan Design, Assistance and Plan Education 403(b) Set-Up, Services, Plan Design, Assistance and Plan Education Simple IRA SEP IRA Insurance Services Life Disability Long Term Car

Key Contact

MW

MICHAEL WEINAND

PRINCIPAL

๐Ÿ“ž (360) 459-4847

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Geographic Focus

lacey, wa
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AUM

$610M

Location

LACEY, WA

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