Weller Group LLC - Daniel Ortiz, Financial Planner

Weller Group

Our focus at Weller Group is to educate our clients and deliver outstanding service with a small-town personalized touch, in order to establish and maintain long-term financial objectives. We recognize that each client's situation is different, and we strive to develop an individual financial plan that focuses on helping our clients pursue their goals. Whether you are a new investor, planning for your child's future, or planning your retirement, we can provide you with the necessary tools to help meet your needs. 

Serving our region since 1994

We have been helping individuals, families, and corporations in and around the town of Ontario for more than 25 years. With broad expertise in every aspect of financial and retirement planning, we can deliver an integrated plan that’s right for you.

Financial planning for individuals

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting truly objective, impartial guidance in all areas, including:

• Accumulation, so your investments address your objectives and comfort level
• Retirement planning, so you are well positioned to pursue your dreams
• Estate planning, so you can pass on your assets to whom you choose
• Risk management, to minimize any threats to your personal or business assets
• Business planning, to help you manage and grow your business
• Taxation, to minimize the tax burdens you face now and in the future

Financial planning for business owners

Stay focused on your business knowing that you have an experienced team to help you every step of the way with:

• Investment strategies, to put a plan in place that is consistent with your business goals, time horizon, and risk tolerance
• Risk management, to minimize any threats to your business assets
• Retirement planning, to make sure that you have the right plan in place for your employees
• Insurance planning, to ensure that your employees have the insurance benefits they need
• Succession planning, to keep your business running smoothly when you’re ready to move on to the next phase of your life or in the event of unforeseen circumstances

Solutions for plan sponsors

As both independent financial advisors, we can deliver the objective and guidance that you and your participants can count on—and that leaves you feeling confident that you’re meeting your obligations. Services include:

• Fiduciary management, to help shoulder the responsibilities and regulatory obligations that come with managing the plan
• Investment expertise, to help you deliver a range of suitable solutions for your employees according to a process that aligns with overall investment objectives
• Plan design, to help you ensure that you have a plan in place that’s focused on and conducive to participant success
• Vendor due diligence, to conduct reviews, do benchmarking, and ensure that your plan is receiving the best value from your vendors
• Participant services, to provide your employees with investment guidance and education to help them feel more confident about their retirement plan savings

 No matter what type of financial support you’re looking for, you can feel confident knowing that you’re working with a trusted financial guide.