Bringing a combined 100 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Wednesday, December 6, 2017 from 3-7pm.
We were referred to Tom and were very pleased with his efforts. We were in the midst of expanding our business and his team helped with our corporate insurance planning, investments and their proper structure, as well as saving us money. I would encourage other business owners to spend some time with Tom to reap similar benefits.
The Weichel Team are a group of dedicated professionals who have the common touch. I have found them to be very helpful and quick to respond concerning any financial questions that my family and I may have. Professionally, they have given me valuable financial advice with respect to my newly created veterinary practice. Personally, they help us manage our portfolio by tempering our investments with our family's needs and our risk comfort zone.