Official Press Release- Weiss & Hale Financial of Pomfret Center, CT celebrates Fifth Anniversary
(Pomfret Center, CT October 10, 2011) — Laurence N. Hale, AAMS, CRPS and James A. Weiss, AAMS and Registered Life Planner, at Weiss & Hale Financial in Pomfret Center, CT celebrated their firm’s fifth anniversary last week. Prior to forming Weiss & Hale, Laurence and Jim worked with Merrill Lynch and Advest offering wealth management and financial services to clients in the Last Green Valley and across the U.S. The firm’s mission to help clients: Plan well, invest well and live well has contributed to the firm’s success over the past five years as Weiss & Hale.
“It has been a challenging five years in the markets and we are happy to have weathered the storms as a business, and with our clients. We look forward to building our wealth management and financial planning services for clients in our area as well as across the United States and using our team approach to provide continued excellent service and accountability.” said Hale.
Weiss & Hale thanks those clients, community members and friends who have helped them progress over the years. The firm continues to develop their services through continuing education, peer group study and the development of study groups with regional accountants and attorneys. Jim Weiss co-hosts a monthly radio show on WINY with Gary O. called “You & Your Money” discussing a range of topics that affect both our community and the individual’s relationship with money. Weiss & Hale endeavors to support our region, and on October 16th, they will host Walktober walk #63, “The View on Aicher’s Hill” at 10:00 am. If you would like to register, please RSVP to info@weissandhale.com. Weiss & Hale has joined with The Last Green Valley and other organizations such as TEEG, Habitat for Humanity and DKH to provide support for local programs over the years.
Weiss & Hale Financial has been providing individuals and organizations with financial guidance since 2006, with advisors active combined experience in the industry of over 45 years. Securities and advisory services offered through Commonwealth Commonwealth Financial Network, member FINRA/SIPC, and a registered investment adviser. For more information, please visit www.commonwealth.com. Weiss & Hale Financial is located at 697 Pomfret Street, Pomfret Center, CT 06259, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.weissandhale.com.