lady with blond hair, glasses and red blouse

                         Independent Financial Representative

As an Independent financial representative, I apply my life’s career of proven skills coupled with individualized approaches to ensure my clients’ ultimate satisfaction.

My services include structuring investment portfolios, creating retirement plans, selection of relevant insurances –  application of best tax strategies and helping my clients realize college opportunities for their children.

I am truly humbled that I’ve earned my clients’ complete trust and have built strong, lasting relationships by guiding them through some of the most important and complex financial decisions an individual or family may face.


Paula Weiss