Financial Consultants near Bradenton

“My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast in handling all the details of getting information and transactions performed for us.
The planning tool that is made available through the customer portal is easy to use and can be updated with any changes to our financial resources. It was very helpful when we were making timing decisions on retiring, since we could change spending patterns and see what the effect would be on our long term outlook.
We look forward to working with Tom, Andrew, and the rest of WEG for many years to come.“

“Mr Elliot was amazing. He answered all my questions and always got back to me in a timely manner . I would highly recommend !!“

“Top notch advisors who care about you personally and surpass expectations. We highly recommend this firm.“