Broker Check

3525 North Causeway Boulevard
Suite 802
Metairie, LA 70002

Allen A. Weiner, CPA, CFP®, PFS

(504) 838-7272

 
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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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TIPS for Inflation

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When Should You Take Social Security

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Tax Management Strategies

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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Investments

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The Power of Compound Interest

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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