Planning is the key to achieving your goals. The simple truth is that the sooner you begin, the more likely you are to achieve your goals. Our objective at Weitz Financial Group is to help you accumulate funds, minimize taxes, and protect your income and estate with the insurance and financial products we offer so that money is available when needed. The staff at Weitz Financial Group is focused on client service and always works to put the client's needs first. We listen carefully to determine the client's spoken and unspoken requirements. I always make sure the client is comfortable about purchasing the appropriate insurance or financial product. We take time to explain concepts and provide options so our clients can make educated decisions. Weitz Financial Group tries hard to build trust with our clients and do everything to foster that trust to continually help it grow. We listen to and understand our clients' wants, needs, and desires. We periodically review the client's original plans to determine if the plans still meet the clients' current needs or objectives.


Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are located at 6901 Rockledge Drive - Suite 800, Bethesda, MD 20817. Please feel free to call us at 301.214.6712, (Fax#:  301.214.6713).

Thank you for your interest.

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