Weisert Investment Services
Financial Services • 
Virginia Beach, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 1600 Wildwood Dr, Virginia Beach, Virginia 23454-3122, US |
| Phone number | +17576360632 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | IRA, Retirement Planning, 401(K), TSP, 403B, Investment Advisor, Certified Financial Planner, 457 Plan |
| Founded | 1993 |
| Employees | 1-10 |
| Socials |
Key Contact at Weisert Investment Services
Roy Weisert
President
Weisert Investment Services Email Formats
Weisert Investment Services uses 1 email format. The most common is {first initial} (e.g., j@weisertinvestments.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@weisertinvestments.com | 100% |
About Weisert Investment Services
Weisert Investment Services, Inc. is an Investment Advisory firm located in Virginia Beach. Our mission is to provide risk-managed investment services to clients with a wealth accumulation and preservation retirement perspective based on a relationship of trust. We assist our clients in making "WISER" choices with their money by allowing them to substantially participate in Bull Markets and minimize losses during Bear Markets. Our goal is to invest in sectors that have a high performance ranking, solidly participate in trending markets, and preserve capital by attempting to minimize losses. Large, quick profits are not the primary goal of this investment strategy. As a self-employed, family business that started in the early 1990's, we have over 20 years of research and analysis that developed into our "TIPS" Models (Trending Investment Portfolio Strategy). These TIPS models are used for IRA's, TSP TIPS for government employees, and ESRP TIPS 4 U for employer sponsored Retirement plans (401k, 403b, 457).
Weisert Investment Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Weisert Investment Services has never raised funding before.
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