Max G. Weintraub
Financial Advisor @Weintraub Financial Llc
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WORK HISTORY
Financial Advisor @Weintraub Financial Llc
Southampton, PA, US
Since 1976, we have focused on asset management, college planning, retirement planning, life insurance planning, estate planning, and disability income protection planning. We also help businesses to create succession planning, retirement plans, disability plans, and shareholder agreements.
EDUCATION
Misericordia University
Bachelor of Business Administration (B.B.A.)
Misericordia University
Master of Business Administration (MBA)
ABOUT MAX G. WEINTRAUB
I\'m a financial architect. I help my clients build their financial dream home. First we design the home. Then we find the products to build the home. Then we build it. We also maintain and monitor the home to make sure it it\'s always in good standing. I get out of bed every morning passionate about helping everyone from new families to retirees build and maintain their financial house. *Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \"Contact Info\" section above. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Weintraub Financial are separate entities. For a list of states in which I am registered to do business, please visit Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Retirement, Income, Assets, IRA, 401K, Simple IRA, SEP IRA, Defined Contribution Plan, Savings, Investments, Life Insurance, Disability Insurance, Annuities. Connect with me if you want to learn more!
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