Broker Check
Stephen Weik

Committed To Your Success
 “Working together, I can help you get past financial disorganization and failed financial strategies to help build your wealth potential and get what you want out of life using innovative strategies that go beyond “traditional” financial planning concepts.”
 
Specializing in Advanced Strategies for:

 

  • Cash Flow Organization and Debt Management Analysis
  • Wealth Management* and Retirement Planning
  • Tax Efficiency Strategies
  • Asset Protection and Estate Planning
  • Life and Disability Insurance
  • Education Planning

 

SAFETY HARBOR OFFICE:  106 Oak Ave Safety Harbor, FL 34695
I am a Florida native and live in Safety Harbor with my wife, Sarah Sabuero Weik.

 

  • Joined Westshore Financial Group in 2007.
  • Holds the FINRA Series 6, 7, and 66 registrations as well as the life, health and variable annuity licenses.
  • Million Dollar Round Table Qualifier 2013 and 2018
  • Guardian Client Builder Award 2007

 *Wealth Management is provided by Park Avenue Securities

 
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian