Nancy Weingard - Raymond James

Dec 2023

Since starting my relationship with Weingard Wealth Management, my financial life has been clarified and planned in a manner for which I am very grateful.They lead a tremendous practice with trust and integrity, always putting my best interest first.Nancy, Rob and Aron have an elevated level of sophistication carefully integrating financial, personal, tax and estate considerations.Most importantly, I am so proud to be a client of Weingard Wealth Management because I am with people that truly care about me and my future.

Aug 2023

Aron and Robert have been guiding myself and my family’s wealth management since the mid 1990’s. Under their watchful guidance I’ve benefited in good times and maintained in hard times.The level of trust I have with them and in them is priceless. Aron and Robert go the extra mile and their support team in Boca is another strong ingredient in this team. This dynamic duo of brothers with the experience and guidance of their mother, Nancy, bring a special energy to all their clients .Client: John Belmonte

Jul 2023

At the recommendation of my accountant, approximately 15 years ago, I joined the Weingard Financial Group. All of our experience with this group has been absolutely positive and stellar. All members of the group, Nancy, Aron and Rob respond to calls and concerns with immediacy. The staff and assistants always follow up as well. Without hesitation, I would say that they have made my retirement, comfortable and easy, guiding us through the last few years of the market with great ease, knowledge, and confidence. I cannot recommend this group highly enough.