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Consulting Services & Fees



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

View our Consulting Service Menu for details on services and fees.

 


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 -- Tim Weller or Matt Bennage. This will allow you to schedule your appointment online via Calendly, which provides real-time calendar availability so you can schedule a time that is convenient for you.
  • 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 and choose option 1 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.

 



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