Community & Events




Weiss & Hale Financial Gives Back.

We at Weiss & Hale Financial believe that one can be doing good while doing well, and that success can be an inspiration for giving back.

“The smallest act of kindness is worth more than the grandest intention.” Oscar Wilde

In this spirit, we are committed to partnering or annually sponsoring multiple local organizations, including:

Visit the links above to learn about the organizations to which we give back.

Camille - Community Page

Beyond donations, our employees are given three paid days off per year to invest their time in a volunteer organization of their choice, in our community or abroad. Our team members have used their dedication to service to support:

We partnered with Commonwealth Financial Network® as our broker/dealer for many reasons, one of which is appreciation for its commitment to support charities as well. Visit its webpage and check out the Commonwealth Cares page for more detail on the programs it supports. 

Our team believes that our commitment to service doesn’t end with our clients and fellow community members, and we are glad for the opportunity to partner in helping the greater good. (In photo: see our Manager, Client Service, Camille Moulico, helping out by delivering a free lunch to CPA firm, King & Larkin in Putnam, as they closed the books on tax year 2016 for neighboring businesses and nonprofits.)

Upcoming Events


Live Well Educational Seminars

We had a full house for our May 3rd Presentation on Social Security: Hit or Myth for Your Retirement! Thanks to all who joined us, and to Social Security expert, Kurt Czarnowski.  Stay tuned for more events.



On the Air!


Join Jim Zahansky, AWMA®, and Laurence Hale, AAMS, CRPS®, during drive time the first Thursday of every month on WILI Radio 1400AM with host Wayne Norman and the third Wednesday of every month on WINY Radio 1350AM with Gary O for the “You & Your Money” radio show.



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