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| Employee Benefit Products |
| Estate Conservation |
| Investments / Retirement
Funding |
| Insurance Products |
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.
Scott Weitz, is an agent licensed to sell insurance through
New York Life and may be licensed with various
other independent unaffiliated insurance companies
in the states of (MD,DC,VA,NY,NJ,TX,GA,NC,PA,RI,MA).
No insurance business may be conducted outside
the specific state(s) referenced.
Scott Weitz is a Registered Representative
of and offers securities products & services
through NYLIFE Securities LLC, Member FINRA/SIPC,
a registered broker-dealer (301) 214-6600. In this regard,
this communication is strictly intended for
individuals residing in the states of (MD,DC,VA,NY,NJ,NC,RI).
No offers may be made or accepted from any resident
outside the specific state(s) referenced.
Scott Weitz is also seperately registered as
an Investment Adviser Representative, under
Eagle Strategies LLC, a Registered Investment
Adviser, offering advisory services in the states
of (MD,DC,VA,NY,NJ,NC,RI). As such, these services
are strictly intended for individuals residing
in (MD,DC,VA,NY,NJ,NC,RI).
Weitz Financial Group, is not owned or operated
by NYLIFE Securities LLC or it's affiliates.
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