Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor, is dedicated to providing expert financial guidance and insights to help clients achieve their life's ambitions. The team understands that clients' money is about more than just account statements and investment returns - it's a means of fulfilling obligations to their family, turning goals into reality, and leaving a legacy for future generations. Kristopher and his team are passionate about providing meaningful advice to help clients gain firmer control of their financial circumstances and achieve their financial objectives. Clients have praised Kristopher's thorough and patient approach, his ability to explain things clearly, and his commitment to understanding their unique needs and helping them build the right financial plans. Overall, Kristopher and his team strive to give their clients peace of mind about their finances.
Kris has been an absolute pleasure to work with over the last few months. He has gone above and beyond to educate me, provide valuable insight and I never leave with a question unanswered. He is extremely kind, respectful, honest, and easy to talk to. His integrity and happiness both stand out and I am so happy to be working with him!
Great experience working with Kris and Kiran. Kris did a great job at explaining everything clearly and really listened to our needs/ what we were looking for when it came to the policies/plans North Western offers. Kris goes above and beyond to make sure you understand exactly what your family needs and if it can’t be done now, he helps you set up a plan that’ll allow you to do so in the future. Kris and Kiran are both very caring hard working individuals, and I would recommend anyone looking to work with a financial planner to definitely reach out to them.
I’ve been working with Kris for about two months on getting a life insurance Policy for me and my family. And with his knowledge and great recommendations we finalized on policy that works perfectly for us with our killing our pockets. My wife and I are very happy working with Kris and will also be using him to help us build our investment portfolio.
400 Broadhollow Road, Melville, NY 11747
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