Weinberg Financial Advisory

CONNECT

Address:

9515 Deereco Rd #710
Timonium, MD 21093

Phone:

443-798-7878

Fax/Other:

443-798-7879

Product List

Investments

  • Mutual Funds
  • Stocks
  • Bonds
  • BDCs
  • REITs
  • ETFs
  • Outside Managed Accounts
  • Variable Annuities
  • Brokerage Accounts
  • Government Securities
  • 529 College Savings Plans
       

Insurance

Life

  • Term
  • Universal
  • Variable
  • Whole
  • Second to Die
       

 

 

Personal

  • Homeowners
  • Automobile
  • Umbrella
  • Personal Articles Floater
  • Renters

 

  • Life Settlements
  • Disability Income
  • Long Term Care
  • Fixed Annuities
  • Individual Health & Dental
       

Commercial

  • Property
  • Liability
  • Errors  & Omissions
  • Directors and Officers
  • Worker's Compensation

 

Retirement Plans

  • Simple IRA
  • 401 (k)
  • SEP IRA
  • 403 (b)
  • Money Purchase Plans
  • Defined Benefits Plans
  • Solo 401(k)
       

Management & Owner Coverages

  • Deferred Compensation
  • Sec. 162 Bonus Plans
  • Executive “Carve Out” Plans
  • Buy-Sell Agreement Funding
  • Business Succession Planning

 

       

 

 

 

  • Group Health Insurance 
  • Group Dental Insurance
  • Group Vision Insurance
  • Group Life/ AD&D Insurance
  • Group Short and Long Term Disability Insurance
  • Group Voluntary Insurance
  • Group Long Term Care Insurance
  • Sec. 215 Cafeteria Plan
  • FSAs, HSAs, HRAs
  • Employee Assistance Plans
           

                  

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck