Harvey  Weinstein,  CFP<sup>&reg;</sup> - Financial Advisor

Harvey Weinstein, CFP®

Integrated Wealth Coaching, LLC

18 Spring St
Milford, CT 06460
(860) 778-8168

General

Harvey Weinstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Integrated Wealth Coaching, LLC in Milford, CT and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CSA

Insurance Licenses

  • Life insurance: CT,NY
  • Health/disability insurance: CT
  • Fixed annuities: CT
  • Variable annuities: CT

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources