Personalized Service, More Choice
Weidner Financial Group is a leading provider of insurance, financial planning, and investment services for businesses and individuals. Founded in 1989, our team has built a reputation for delivering personalized service, expert guidance, and tailored solutions to meet the unique needs of our clients.
Our Services
As a full-service insurance and financial planning firm, Weidner Financial Group offers a comprehensive range of services to businesses and individuals. Our suite of services includes:
- Employee Benefits: We design, implement, and manage employee benefit plans for businesses of all sizes, providing tailored solutions for health, dental, vision, and life insurance, as well as disability and short-term and long-term disability plans.
- Executive Compensation: We work with businesses to create customized executive compensation packages, including stock options, restricted stock, and other equity-based incentives.
- Retirement Plans: Our team designs and administers retirement plans for businesses, including 401(k) plans, SEP-IRAs, and other qualified retirement plans.
- Health and Dental Insurance: We provide a range of health and dental insurance options for individuals and families, as well as small and large group plans for businesses.
- Investments: We offer investment portfolio design and management services, helping individuals and businesses achieve their financial goals through a diversified investment portfolio.
- Estate Planning: Our team provides expert guidance on estate planning, helping individuals and families create a comprehensive plan for their financial legacy.
About Our Broker
John Weidner, CEO and President of Weidner Financial Group, brings over 25 years of experience in the insurance and financial services industry. A licensed insurance and securities broker, John holds a Master's degree in Business Administration from Ball State University and a Bachelor of Science in Industrial Management from the University of Tennessee. He is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and has earned the Investment Advisory Representative (IAR) designation.
Industry Links and Recognition
We are proud to be a member of the National Association of Health Underwriters and to be recognized as a reputable and trustworthy firm in the insurance and financial services industry. For more information about our professional background, business practices, and conduct, please visit FINRA's BrokerCheck website at https://brokercheck.finra.org/individual/summary/1932986.
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