Wealth Management and Employee Benefits

 

Willner & Associates is a full service financial practice dedicated to our clients specific goals and needs.  With combined 50 years of experience in the industry, we offer our clients personalized assistance in a professional, yet relaxed environment. 

Client Wealth Management Website

 

 

 

 

 

 

Here at Willner & Associates we help our clients:

  • Set realistic financial goals
  • Determine the state of your current financial affairs by reviewing your income, assets and liabilities, evaluating your current investment portfolio
  • Develop a strategy to help you meet your financial goals by addressing any current financial weaknesses as well as building on your financial strengths.  We will make recommendations for specific strategies or services that are suitable you and your investment time horizon.
  • Monitor your goals and regularly evaluate the progress with you.
  • Adjust your goals to help meet your changing financial goals and to accommodate changing investment markets and tax laws.

So whether you need help with short or long term financial concerns, college funding or retirement planning, have questions regarding IRA, 401(k)s, life insurance, annuities, mutual funds, tax shelters, or a assistance to a unique specific situation, we're here to help. 

 

Sincerely,

Don Willner