Kenneth M. Weinstein,  CFP<sup>&reg;</sup> - Financial Advisor

Kenneth M. Weinstein, CFP®

Kenneth Weinstein CPA, CFP®

1450 Niagara Falls Blvd, Ste 202
Tonawanda, NY 14150-8440
FINANCIAL ADVISOR'S WEBSITE
(716) 837-2525

General

Kenneth Weinstein is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kenneth Weinstein CPA, CFP® in Tonawanda, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - MBA

Insurance Licenses

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

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Employee Benefits, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources