WELCOME TO CETERA WEALTH SERVICES
I am Jon Weinstein, a Certified Financial Planner CFP(R) who specializes in wealth management and personal financial planning with Cetera Wealth Services. For over 50+ years, my clients have looked to me to be their trusted financial advisor.
I strive to provide my clients with a solid, logical, and organized plan for pursuing their goals and managing risk. I have developed long-term sustaining relationships with my clients because of the trust and confidence they have in my ability to help them.I am accepting new clients at this time. I invite you to call me to set up a confidential complementary meeting to explore the possibility of our working together.
My goal is 100% client satisfaction. If you like the work I do, introduce me to a friend or family member who might benefit from meeting with me.
*Asset allocation, which is driven by complex mathematical models, should not be confused with the much simpler concept of diversification.
The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.