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Our Firm 
Who We Are

Welcome! We're glad you're here. Phil Wieloch Financial LLC is a full-service financial company. Our commitment is to uphold the highest standards of integrity and professionalism in our interactions with you, our valued client. We strive to comprehend your financial position thoroughly and offer top-notch information, services, and products to support you in achieving your objectives. Our fundamental belief is to treat others as we wish to be treated, reflecting genuine care and intelligence in both personal and professional realms. During your visit, we aim to help you grasp the opportunities and potential benefits that arise from actively managing your personal financial circumstances.

Above all, we aspire for you to recognize the value of collaborating with adept professionals to pursue your financial aspirations. We provide a diverse array of financial products and services for both individuals and business proprietors. What are your aspirations in life? Have you thought about your retirement plans? What worries you during the night? Whether you need assistance with a 401K rollover, managing investment portfolios, exploring non-stock market options, addressing college funding issues, or planning for retirement (including Medicare and social security income), we have you covered as a comprehensive solution provider!

 On our website you can explore a variety of information through newsletter articles, calculators, and research reports. Our website is designed to enhance your comprehension of financial principles related to insurance, investments, retirement, estate planning, and wealth preservation. Our goal is to educate you on fundamental financial management concepts, introduce you to our team, and provide convenient access to market resources. We encourage you to utilize this platform regularly and bookmark our site for quick access. We regularly update our content to keep you informed about the latest developments in personal finance.

About Us 
Who You’ll Be Working With

Philip Wieloch

Philip Wieloch

Owner/President

Lauren Giordano

Sales Assistant

Why use Phil Wieloch?

Are you in the retirement redzone?

For those of you who are not familiar with the term "redzone", it is a football term having to do with the last 20 yards to the goal line. In life it refers to the last few years before retirement and the first few years after you have retired. Issues of income, insurance, social security, taxes, and relocation are just some of the concerns you may have.

Have you recently lost a loved one, spouse or relative? Do you have questions on inheritance issues?

Life changes as a result of inheritance or wealth transfer can be frightening without the advice of a financial professional who can help you make those tough decisions regarding risk, income, time horizon, and taxes. How to include charities, heirs and those with special needs to name a few.

Thinking of consolidation of your assets, retirement plans, mutual funds, annuities, life insurance, college funds, trust accounts, savings accounts or CD's? Wouldn't it be convenient to view these in one consolidated statement monthly or even daily if you wish? I meet many people who are receiving so many different statements that they don't even know what they have anymore. We can fix this easily by using a system called Albridge Systems. You can receive consolidated statements and will know where your money is.

Are you, your spouse, child or loved one getting a settlement soon?

The decisions you make with this money can effect the rest of your life. To help compartmentalize this money, Talk to Phil today about all of your options.

Are you planning to divorce or know someone going through a divorce?

Do not think any old divorce attorney will do. In as much as a good attorney is worth the money, there are usually other assets reguiring a QDRO (Qualified Domestic Relations Order) that have to be split up. Many times an attorney may not even tell you that a QDRO is necessary to help obtain assets. Consulting a financial planner is a smart move before, during and after the divorce.

Do your financial questions get answered quickly and thoroughly?

It's important to have good communication between you and your broker. You may have questions about losses in your retirement plans or future investing. Phil will be there for you.

Being an independent broker and affiliated with an independent broker dealer firm, we can help find a company and a product that is suitable for you.

Talk to Phil today about all of your investment options today by emailing him at philip.wieloch@lpl.com or calling (860) 664-0333.

Contact Us 
We Want to Hear 
From You

Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.

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