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General Info

Weldon & Weldon Financial Coaching is a financial services firm that serves the Watertown, NY area. We offer a wide range of financial planning services, including investing, retirement planning and social security, and estate planning. We are committed to helping our clients achieve their financial goals, and we will work with you to develop a personalized plan that meets your specific needs. We are a fee-only financial planning firm, which means that we do not receive commissions from any investments that we recommend. This allows us to provide our clients with unbiased advice that is in their best interests. We are also fiduciaries, which means that we are legally obligated to act in our clients' best interests.

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 315-681-6422

Extra - 315-221-5352

Extra - 315-782-7442

Address:
120 Washington St Ste 410 Watertown, NY 13601
Email:

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Investment Advisory Service, Banks
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