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I have had the privilege of working with Monica Weissmann for the past 20 years and am thoroughly impressed with the level of expertise and dedication demonstrated.
She always took the time to understand my financial goals and crafted a personalized plan that not only addressed my immediate concerns but also set me up for long-term stability. Her knowledge of investment strategies and market trends is exceptional, and her advice has been invaluable in navigating complex financial decisions. Moreover, her commitment to transparency and education has empowered me to make informed choices about my finances.
I highly recommend Monica Weissmann to anyone seeking a trustworthy and skilled financial advisor.
January 31, 2024, Neagoe M. is Monica J. Weissmann's client
For over 20 years, Monica has been the most important and valued professional relationship in my life! Deeply experienced and a skilled communicator, she has managed my life insurance and retirement planning and has delivered “top performing” results in my investment portfolio. Monica’s impeccable work ethic and exceptional client service are unparalleled.
Now retired, I am enjoying a quality of life I never thought possible. Thank you, Monica!
January 16, 2024, Renee J. is Monica J. Weissmann's client
I’ve been looking for a financial advisor for a long time. I am very grateful to have met Monica Weissmann. Monica takes my portfolio at heart. She is extremely skilled and knows the market very well.
Monica Weissmann’s customer service skills are impeccable. She follows through her commitments and makes you accountable for your actions. I recommend Monica to those interested in growing their portfolio fast and efficiently.
Aline Ayoub, President & CEO Aline Ayoub HR Consulting
July 24, 2014, Aline is Monica J. Weissmann's client
I have known Monica since December 2010. Monica has a very detailed knowledge of the financial sector.
Monica is a complete package, you can speak with her from conservative investments to highly volatile stocks. Planning for the present up to your retirement plans. Monica thinks outside the box and brings new ideas to the table. Monica recommends and is open to your views and ideas. Recommendations put forward by her do not have to be accepted and she will not hesitate to let you know if she does not agree with you. A frank and honest advisor who steers on the side of caution. In my dealings with Monica I have always found her to be honest, forthright, and she puts the interest of her clients before any financial gain to herself. I would highly recommend Monica to anyone looking for a financial advisor.
January 13, 2013, Adi is Monica J. Weissmann's client
I have known Monica in a professional capacity for many years. She is a very knowledgeable and enthusiastic investment advisor. She takes the time to understand her clients' financial goals and serves them pro-actively. I would not hesitate to recommend Monica to someone looking for an experienced investment advisor.
Geoff Crewe, C.A., C.F.P.
February 11, 2013, Geoff was with another company when working with Monica J. Weissmann, who was at Macquarie Private Wealth Inc.