BECOMING A CLIENT

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Navigational partners for the journey: your goals + our experience.

Becoming a Client

The ideal investor at Weiss & Hale Financial is one who is willing to engage in straight-forward and open dialogue about their financial life goals. We don’t see our clients just as customers, but as partners who we are guiding along the way.

Getting to know you

The following form will help you identify the factors that are most important to you in making choices to help you reach your financial goals. We will review your profile and schedule a discovery meeting to discuss a unique navigational plan for you.

Becoming a Client

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Let's get started.

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