Q: What services does Weller Group provide?
A: We provide comprehensive planning for your financial future. We offer the following planning services:
- Education
- Estate
- Financial planning for individuals and businesses
- Insurance
- Investment management
- Life goals
- Long-term care expenses
- Retirement
- Risk management
- Wealth accumulation
Q: How do I schedule an appointment?
A: Visit our Meeting Request page.
- CURRENT CLIENTS: From the Meeting Request page, click on the link for CLIENT MEETING under your advisor.
- NEW CLIENTS/PROSPECTS: From the Meeting Request page, click on the link for INTRODUCTORY MEETING and complete the Meeting Request form, or call Weller Group at 315-524-8000 to speak with a staff member.
You can also Contact us by phone or email to schedule a meeting.
Q: What do I need to bring to my appointment?
A: If this is your first time meeting with an advisor at Weller Group, you will receive an email with a list of items to bring to your initial appointment, or by phone if you do not have an email address. Our New Clients page provides a summary of what we typically ask that you prepare for your initial appointment.
If you are a returning client, Weller Group will provide a list of items to bring in your confirmation and reminder emails, or by phone if you do not have an email address.