Susan Weinblatt

Susan Weinblatt - CFP®

Financial Representative

Florida Financial Group, Boca Raton
2500 North Military Trail, #300
Boca Raton, FL 33431

Phone: (561)912-1335
Fax: (561)912-9692
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

 

PRODUCTS AND SERVICES
Investment Services

  • Fixed Annuities
  • Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • 401(k) &403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

 

QUALIFICATIONS

  • 17 years experience as financial planner and registered representative at North Ridge Securities Corp.
  • Series 7, 63, and Life, Health and Variable Annuity licensed
  • Licensed to sell Life & Health Insurance in Florida, New York and North Carolina
  • Registered to offer securities products in Florida, New York, North Carolina and California
  • CERTIFIED FINANCIAL PLANNER TM  (CFP) for 17 years
  • MBA in Finance

 

PERSONAL

  • 12 year resident of [Boca Raton
  • Family: Husband and two children ages 18, 22
  • Hobbies: Deep Sea Fishing, Piano Playing, Gardening

 

ORGANIZATIONS

  • Member of Financial Planning Association for 17 years
  • Member of Congregation B’nai Israel