Weinmann Financial + Insurance Services

Weinmann Financial and Insurance Services offers personalized service while creating customized financial solutions and wealth management strategies.

"Engineering your financial future." We solve problems differently than other financial advisors and we believe that: - More work is not always the best path to more wealth; - There is greater potential in preventing losses than in increasing your risk for the promise of higher returns; - Protecting yourself and your family should be your first priority; - A multi-generational and whole life cycle approach is needed for sustainable wealth accumulation; - Growing wealth requires more than an accountant, banker and fund manager; and - We should never pay more taxes than we legally have to. VISION STATEMENT Weinmann Financial and Insurance Services aims to be the industry leader in customized financial solutions and wealth management strategies while being renowned for exceptional personalized service. MISSION STATEMENT Our mission is to protect and grow our clients’ financial well being and wealth by: - creating dynasties of wealth, - minimizing risk and taxes, and - maximising guaranteed returns and investments, To develop unique and personalized financial wealth solutions that: - utilize cutting edge products from industry leaders, - apply customized wealth accumulation strategies, and - leverage expert skills and knowledge, And to grow our business through referrals founded upon: - exceptional performance, - personal relationships, and - outstanding service. ABOUT ME I began my career working as an engineer and project manager, where risk management was an integral part of my job and every project I worked on. When I specialized in disaster management, I saw how devastating relatively common events can be, both personally and financially on communities and individuals. More than this, I saw how having the right protection in place can help mitigate the losses experienced, even in the most unfortunate circumstances. My project management experience and training has taught me that as long as you prepare and plan effectively, and frequently review and adapt your plans, any long term objective, no matter how big or impossible it may seem, can be achieved, even in the face of extreme adversity. Now, as the owner of Weinmann Financial and Insurance Services, I focus on helping small businesses, individuals and families not only protect themselves and their businesses from potentially devastating events every day, but I also leverage these protections and their assets to achieve the greatest possible long-term benefits in their unique situation. ABOUT US At Weinmann Financial and Insurance Services we take the time to get to know you, your family, and your business so that we can help you find, and understand, the information you need. Long term planning for how best to protect and grow your assets, family, business, career and wealth can be confusing, difficult and time consuming. By working with us and the best hand-picked providers in the country, we can help guide you along this path, simplifying the process and making sure that you have what you need and want, so that you can rest easy and be confident in your decisions and future. Our personalised service offers customized solutions that larger agencies cannot provide, starting with free risk evaluations and planning assessments, through to product comparison and delivery, all with one-on-one consultations and enrolments for all our clients, their families, businesses and staff. For individuals and families, we offer free no obligation personal assessments and design a custom plan for your unique, individual situation to help you achieve your financial security and objectives, whether it's saving for your retirement or for your children's education. We find solutions that meet YOUR needs. For small businesses and their owners, we help show you ways to become more profitable and grow by showing you how to protect and leverage your assets, reduce costs, increase profitability, and attract and retain better staff, while remaining compliant and protecting and securing your personal wealth. You are the expert in your business let us be YOUR expert for protecting and ensuring its growth Richard Weinmann President & Owner

Weinmann Financial + Insurance Services

Weinmann Financial + Insurance Services's cover photo

Want your business to be the top-listed Finance Company in Woodbridge?

Click here to claim your Sponsored Listing.




4747 Occoquan Overlook
Woodbridge, VA
Other Insurance Brokers in Woodbridge (show all)
Prince-Wood Insurance Prince-Wood Insurance
13663 Office Place
Woodbridge, 22192

Peace of mind and a wise investment for all business and personal insurance needs is our promise since 1967.

The CIMA Companies, Inc. The CIMA Companies, Inc.
2750 Killarney Dr, Ste 202
Woodbridge, 22192

Established in 1949, CIMA is a full service insurance broker, providing insurance and risk management services for commercial and personal insurance, bonds and employee benefits.

ACL Insurance ACL Insurance
4311 Ridgewood Center Dr
Woodbridge, 22192

ACL Insurance offering business, automobile, homeowner, and life insurance since 1974.

Patty Hull at The CIMA Companies Patty Hull at The CIMA Companies
2750 Killarney Drive #202
Woodbridge, 22192

Personal Insurance

Mike Major Agency Mike Major Agency
1384 Old Bridge Rd # 101
Woodbridge, 22192

All of our Agents are fully licensed in Property and Casualty (P&C) and Life We have many years of experience serving your insurance needs.

The Jones Agency, LLC The Jones Agency, LLC
Woodbridge, 22191

Munoz Insurance Agency Munoz Insurance Agency
4308 Ridgewood Center Dr
Woodbridge, 22192

Munoz Insurance Agency Great Rates and Great Service Home, Auto, Life, and Business Insurance Give us a call today! 703-389-5086

Metropolitan Insurance Agency Metropolitan Insurance Agency
13895 Hedgewood Drive, STE 205
Woodbridge, 22193

At Metropolitan Insurance Agency, our team of strongly suited professionals can find the right policy for you. We offer the utmost, quality customer service by ensuring that our employees have years of experience in their fields.

Asma Atique Statefarm Agency Asma Atique Statefarm Agency
12751 Marblestone Dr, Ste 250
Woodbridge, 22192

Weekdays: Mon, Tues, Wen, Fri; 9:00am to 6:00pm Weekends: Sat; 10:00am to 1:00pm & Sunday closed

All About Insurance Agency, LTD - Nationwide Insurance All About Insurance Agency, LTD - Nationwide Insurance
14142 Minnieville Rd Ste 201
Woodbridge, 22193

Sales and service of personal and commercial insurance, life and health insurance.

The Nuzum Insurance Agency The Nuzum Insurance Agency
14385 Hereford Road
Woodbridge, 22193

Independent Insurance Agency

The Major Agency The Major Agency
12725 Occoquan Rd
Woodbridge, 22192

The Major Agency: Our mission is to provide for the insurance needs of your family and your business, one client at a time. Our offices are open from 9am to 5pm Mon-Fri but phone and internet are open from 9am to 9pm Mon-Sat and on Sun Noon to 6pm.

About   Contact   Privacy   FAQ   Login C