Helping You Create Your Personalized Financial Plan

General Info

Helping You Create Your Personalized Financial PlanWhen people look back on their lives, they often find they are more successful than they thought they'd be, but have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than anticipated.Thats why Im here to help. Together well discuss your goals and objectives, and then create a financial plan that can help make your goals a reality.THE NORTHWESTERN MUTUAL DIFFERENCEWe make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.Best Life Insurance Company ranked by NerdWallet, April 2019 1Highest financial strength ratings of any life insurer from all four major rating agencies2Top 10 U.S. Independent Investment Broker-Dealers3

Business History

Experts who are there, whenever you need them. I am here and ready to help. I have the tools and technology to help you make a plan, no matter where you are. And even though things are a bit uncertain right now, our version of financial planning can help you be ready for anything. I am an expert listener—I'll hear your concerns and guide you through them, so you know you're making the best financial choices today, and in the days to come. What you can expect when you work with us: A financial partner who really hears you—who listens and understands your big picture, designs a plan tailored to your life and your needs, and is there to guide you every step of the way Answers to the questions you have, and ones you never knew you had Flexible and virtual planning session options Jargon-free conversations A judgment-free, pressure-free environment

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm
Sat - Sun	Closed

Social Links

https://www.linkedin.com/in/michele-weiss-nm/

Categories

Employee Benefits Insurance, Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Life Insurance, Long Term Care Insurance, Workers Compensation & Disability Insurance

Services/Products

Estate PlanningWillsDiversificationChartered Life UnderwritersEquity InvestmentsGuardianshipsFinancial ManagementFee-Based Financial PlanningBranch OfficeSurvivor BenefitsBondingTax AdvisorsBaby Boomer InsuranceTrustsTax PlanningFinancial ConsultantsBusiness Start-Up PlanningLitigation SupportStock InvestmentsInsurance PlanningEstate ManagementIndependent Insurance AgentsBusiness PlanningInsurance AgentInvestment ResearchFinancial Education WorkshopsInheritance PlanningHigh Risk InsuranceFamily Financial PlanningAsset ManagementCharitable Trusts

BondsMutual FundsTerm Life InsuranceRoth Individual Retirement AccountsWhole Life InsuranceJoint Life InsuranceAnnuitiesGovernment BondsCredit LinesCommercial Life InsuranceTotal Permanent Disability InsuranceLoad FundsSupplemental InsuranceSingle Premium Life InsuranceSupplemental Health InsuranceGroup Life InsuranceMoney Market AccountsInvestmentsBurial InsuranceForeign BondsHigh Net Worth InsuranceLong Term Care InsuranceIndividual Retirement AccountsOptionsSEP Individual Retirement AccountsDerivativesCredit Life InsuranceNursing Home InsuranceUniversal Life InsuranceIndex FundsVariable Life Insurance

Payment Options

Logo

Brands

FINANCIAL PLANNING RETIREMENT PLANNING RETIREMENT CALCULATOR COLLEGE SAVINGS PLANS PRIVATE CLIENT SERVICES ESTATE PLANNING LONG-TERM CARE BUSINESS SERVICES, WHOLE LIFE INSURANCE UNIVERSAL LIFE INSURANCE TERM LIFE INSURANCE LIFE INSURANCE CALCULATOR DISABILITY INSURANCE FOR INDIVIDUALS FOR DOCTORS AND DENTISTS LONG-TERM CARE ANNUITIES

Accreditation

Better Business Bureau

Certified Financial Planners

Certified Senior Advisor

Certified Estate Planner

Other Link

http://micheleweiss.nm.com