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 An Insightful, Hassle-Free Approach For A Busy Business Owner: Jimmy's Story Thumbnail

An Insightful, Hassle-Free Approach For A Busy Business Owner: Jimmy's Story

"I've owned a restaurant for about 18 years.

When it started to do really well, I decided it was time to work with a financial advisor to help me invest my business income and plan for retirement. That was about two years ago, and I’ve been working with Weiss, Hale & Zahansky ever since. 

I’ve really enjoyed working with WHZ because they’re really proactive and comprehensive in how they manage my finances - I simply provide them the money to invest, and I know I can trust them to handle all the details.

It’s been really hassle-free, and I can focus on running my restaurant without worrying about my investments.

The WHZ team has also been excellent to work with. They collaborate closely with me, and provide me with advice not just on my investments but also on my business finances. 

Working with WHZ has just been fantastic. The peace of mind I get from knowing I have a team of trusted advisors handling my family's finances. I've been so satisfied that I actively refer friends looking for a financial advisor to work with them. Their expertise has put me in an excellent position for a comfortable retirement and I’ll be looking to them for guidance when it comes time to sell my business as well.

"Dave" signature

This statement was provided 3/7/2024 by Jimmy Li who is a client. The image shown is a model and not the actual client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.

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