You have found your home for Professional Advice and Guidance!
Since the Pandemic, we have adopted technology to provide service virtually. We utilize ZOOM for face-to-face meetings. One benefit of this is the saving of time, both yours and ours and another, we have found, is greater focus during meetings. Further, it enables sharing information more effectively through screen sharing.
Please feel free to schedule a NO COST, NO OBLIGATION consultation by clicking here to find a mutually convenient time on our calendar.
We look forward to being of service to you.
Build Your Investment Strategy Using Riskalyze
Financial issues and concerns for Federal Workers
Financial issues and concerns for those at or near retirement
Financial issues and concerns for business owners
Financial issues and concerns for women
Complimentary Reports and Seminars
Life, Disability, LTC, Business & Personal Insurance
Financial issues and concerns for millennials
Founded in 2000 by Robert Weissbein (Bob), we focus all of our energy and efforts on you, our client, and commit to your satisfaction. Complete Financial Wealth does this with the highest levels of trust, integrity, and respect while always using a collaborative team approach.
Our aim is to understand each of our clients’ needs, wants, and long-term financial goals. We want to help you develop, implement, and monitor a strategy that’s designed to address each individual situation. We have you—and only you—in mind.
We understand the often overwhelming challenges we all face today — from managing debt to saving for college to retirement. Our commitment is to utilize all of our resources to help you navigate your challenges and pursue your goals.
As a Rotarian, Bob directing our team, conducts business following the International Rotarian moral code, the Four-Way Test. The Four-Way Test is a nonpartisan and nonsectarian ethical guide for Rotarians to use for their personal and professional relationships. The test has been translated into more than 100 languages, and Rotarians recite it at club meetings: