Business pg 3 10-13-11
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- Category: Past Issues
Business
celebrates
5th anniversary
POMFRET CENTER — Laurence N. Hale, AAMS, CRPS and James A. Weiss, AAMS and Registered Life Planner, at Weiss & Hale Financial celebrated their firm’s fifth anniversary recently.
Prior to forming Weiss & Hale, Laurence and Jim worked with Merrill Lynch and Advest offering wealth management and financial services to clients in the Last Green Valley and across the U.S. The firm’s mission to help clients: Plan well, invest well and live well has contributed to the firm’s success over the past five years as Weiss & Hale.
“It has been a challenging five years in the markets and we are happy to have weathered the storms as a business, and with our clients. We look forward to building our wealth management and financial planning services for clients in our area as well as across the United States and using our team approach to provide continued excellent service and accountability.” said Hale.
Jim Weiss co-hosts a monthly radio show on WINY with Gary O. called “You & Your Money” discussing a range of topics that affect both our community and the individual’s relationship with money.
Weiss & Hale on Oct. 16 will host Walktober walk #63, “The View on Aicher’s Hill” at 10:00 am. If you would like to register, please RSVP to This email address is being protected from spambots. You need JavaScript enabled to view it.. Weiss & Hale has joined with The Last Green Valley and other organizations such as TEEG, Habitat for Humanity and DKH to provide support for local programs over the years.