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Maureen W

Series 63, Series 65

Bethel, CT

VOYA Financial Advisors, Inc.

Maureen Weir is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 11 years of industry experience, all with Voya since 2015. In addition to her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management through a combination of in-house and external resources, utilizing technology-enabled tools to implement investment strategies that often involve client-approved non-discretionary arrangements.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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