Halpern Financial

Closed
6905 Rockledge Dr
Bethesda, MD 20817

Weitz Financial Group, based in Bethesda, MD, has been providing comprehensive financial solutions for business owners and executives since 1989. Specializing in employee benefits consulting and wealth management, the firm integrates the latest technologies to offer clients a holistic financial planning platform tailored to their unique needs.

Founded by Scott Weitz, the firm emphasizes a client-centric approach, fostering mutual trust and respect while delivering personalized strategies for both businesses and individuals. With a wide range of services including investment management, estate planning, and succession planning, Weitz Financial Group is dedicated to helping clients achieve their financial goals at every stage of life.

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