Wernick Financial Services

I was fortunate at a time in my life that I was in the right place at the right time and did very well with the company that I was working for during the IPO. Unfortunately, for me there really wasn't any one I knew or trusted to help me manage or maintain it. So I taught myself how to manage it and keep from loosing it. I got into this business after I realized that there are probably other people out there that needed this help as well. This is how I started my career in financial services.

Passion. I have a passion for what I do and a passion for making sure your hard earned money does EXACTLY WHAT YOU WANT IT TO DO. This isn't my plan this is strictly about what you want to do and what's best for your family. I will give you best options and solutions. You will decide what you want to do.

My current clients may tell you the following:
✔ “Genuine person who is a trustworthy and truly cares about his clients.”
✔ “Understands his clients concerns and implements plans to help them be rest assured that their goals will be met.”
✔ “Creative thinker who knows how to navigate through these exciting financial times.”

Of course. I have no problem meeting a client anywhere they are in person or remotely, via Zoom, TEAMs or any other platform the client is interested in connecting on.

Whatever makes our clients safe - we have accommodated.