We are proud to announce that Weller Group was recognized as the business of the month for July 2022 by the Ontario Chamber of Commerce.
Weller Group has been serving individuals, families and corporations in and around Ontario, as well as in multiple states across the country, with financial and retirement planning for more than 25 years. Our focus is to deliver outstanding service with a small-town personalized touch, in order to establish and maintain long-term financial objectives.
Tim Weller, owner and financial advisor, established the financial advisor practice in 2003. Christine McTigue, co-owner since 2021 and the director of operations, has been working with Tim since 1995. Adam Casper joined Weller Group in 2020 as a financial advisor and became co-owner in 2021. Over the years our team has expanded to 5 licensed financial advisors and 4 full time support staff, and several part-time staff & interns:
|Tim Weller, CFP®||Owner & Financial Advisor|
|Adam Casper, AAMS®||Co-Owner & Financial Advisor|
|Christine McTigue||Co-Owner & Director of Operations|
|Matthew Bennage, RICP®||Financial Advisor|
|Dillon Flaherty||Financial Advisor|
|Daniel Ortiz||Financial Advisor|
|Jennifer Doell||Director of Client Service & Practice Management|
|Joe Amoddio||Planning Assistant|
Our team works together to provide comprehensive and customized planning in areas of financial, retirement, insurance, estate and education. We understand that each individual's situation is different and we strive to work with you to develop a personalized plan to pursue your goals. As independent financial advisors, we do not have any product requirements or pressures driving our recommendations, so you can be confident that you are receiving truly objective and impartial guidance.
We encourage individuals who are interested in learning more about what we offer to contact our office for an introductory call or meeting at our Ontario office to discuss your personal situation and goals. New clients can also submit an online request for an introductory meeting here. Current clients can always contact us by phone, email or text, or use our meeting request webpage here.
Please visit our website to learn more about our practice!