Your Financial To-Do List

Jason Weber |

 

Make your annual financial review inspired by Spotify.

 

Inspired by Spotify Wrapped, this guide encourages a year-end financial review to assess your current financial situation, optimize spending and savings, evaluate investments, set achievable goals, and create a plan for long-term financial wellness.

 

 

 

 

My name is Jason Weber, I am the Co-Founder of Silver Grove Financial Group. I live in Hamburg NY with my wife Maria, our two beautiful children Audrey and Ethan and our little wiener dog Pistol. I have been in the financial industry for over 15 years, and it has always been my passion to help focused and driven clients reach their financial dreams, which is what the core of this firm was founded on. I am a passionate marathon runner and an avid hunter. Although I wouldn’t consider myself an expert at either, I believe these endeavors are a great example to show you that I am patient, and I have resolve. Let me put my focus and determination to work for you and show you what I have been able to do for hundreds of clients like you. I look forward to a happy and successful relationship as we start down the path of financial stability.

Pick a time and place below where we can discuss your concerns a little more.