We all have goals, just not always a clear path to reach them.

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Since 1993, Weeks Financial Group has worked with clients to develop and implement meaningful financial strategies - no matter what stage of life. Our experience through various market cycles gives us a broad view with respect to our client's objectives - while focusing on managing risk, proper diversification and comprehensive planning. We value a personal relationship with each client and work to help better their lives by providing insightful plans, best-of-breed investment and insurance solutions, and the ongoing support needed to stay on track. This includes regular reviews, industry leading technology, educational workshops/seminars and more.

We work with clients in a variety of areas, including:

Personalized Retirement Planning - College Savings - Life Insurance - Family Protection Planning - Estate and Legacy Planning - Wealth Management - Business Succession, Exit, Transition Planning

 

 

 

 

 

 
 
 
Life in a Box
 
 
 
 
 
 
 
 
 
 
 
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