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Financial Services & Investments

In 1997, Weaver Insurance expanded its Life Insurance and Property & Casualty lines of service to include Financial Services. This division has experienced tremendous growth since then, and now includes professionals that specialize in:

  • Investment Planning with IRA’s, 401(k)s, Stocks, Bonds, REITs, and Limited Partnerships
  • Retirement Planning to include Income Needs Calculations and Analysis
  • Social Security Planning and integration with your existing portfolio
  • College Savings Planning & Strategies
  • Portfolio Analysis and Review