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Products and Services Summary

Weir Financial Resources provides high quality financial services and products by means of a unique planning process using interdisciplinary structures of analysis, education and funding when planning in the areas of Executive Benefits, Business Continuation, and Private Wealth Planning.

Our unique macroeconomic approach, cash-flow analysis, product and service solutions demonstrably build the trust and confidence of clients so that they may choose the strategies they determine are best. Our client commitment is met when, with accuracy and diligence, we assist our clients to help meet their stated objectives.

While we offer proven products for earnings and surplus enhancement, Process, not product, is the key to our planning at Weir Financial Resources.

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737 Main Street • Suite 150 • Buffalo, NY 14203
Telephone: (716) 854-3343 • Fax: (716) 854-4250

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Securities and Advisory services offered through Cadaret, Grant & Co. Inc., Member FINRA / SIPC
Supervising Branch Office: ClearPlan Financial, Inc., 6470 New Taylor Rd, Orchard Park, NY 14127 (716) 312-7424
Weir Financial Resources and Cadaret Grant are separate entities.

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