Broker Check

3525 North Causeway Boulevard
Suite 802
Metairie, LA 70002

Allen A. Weiner, CPA, CFP®, PFS

(504) 838-7272

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome to Allen A. Weiner, CPA, CFP®, PFS

Allen A. Weiner, CPA, CFP®*, PFS is a comprehensive financial services firm committed to helping our clients pursue a long-term financial future. Customized programs are designed to seek growth, and potentially conserve our clients’ wealth by delivering an unprecedented level of personalized service. Since Allen has a CPA, CFP®*, and PFS designation, he has the unique ability to service clients from an accounting, tax, and financial planning point of view.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (504) 838-7272 or (800) 510-1026. We look forward to hearing from you.

* Investment and financial planning services are offered by Allen A. Weiner through his affiliation with HD Vest.

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Donating Art: Taxation Abstraction

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Investment Challenges of the Affluent Investor

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Is a Variable Annuity Right for Me?

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This calculator helps estimate your federal estate tax liability.

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Retirement Plan Distributions

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Should You Tap Retirement Savings to Fund College?

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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What are your options for investing in emerging markets?

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