Broker Check

3525 North Causeway Boulevard
Suite 802
Metairie, LA 70002

Allen A. Weiner, CPA, CFP®, PFS

(504) 838-7272

Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths

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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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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Use this calculator to compare the future value of investments with different tax consequences.

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Estimate your monthly and annual income from various IRA types.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Determine your potential long-term care needs and how long your current assets might last.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Learn more about taxes, tax-favored investing, and tax strategies.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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