Susan S Weinblatt

Financial Advisor

Evershore Financial Group

Boca Raton, Florida

Professional Profile

Call Me When

Call Me When... Your clients want to build or retain wealth following the sale of their business. I can help them strategically invest to provide income and generational wealth.

Contact Method

Email: sweinblatt@evershore.com OR phone: 561-910-2508

Profession

  • Wealth Planner
  • Professional Certifications

    Certified Financial Planner

    Transition Planning Certification

    Functional Expertise

  • Investments
  • Retirement
  • Risk management
  • Client Industries

  • Financial Services
  • Business Focus

    Retirement Planning, Wealth Protection

    Client Results

    Membership

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    Website

    Twitter

    LinkedIn

    https://Susan S. Weinblatt, CFP

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