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Press

  • Investor's Business Daily: Married Couples Team Up To Build Better Adviser Firms, May 2014
  • Money Magazine: Prepaid Tuition Plans- Another Option for College Savers, February 2014
  • Wall Street Journal: The Best Way to Stick to a Budget, June 2013
  • Kiplinger: Pay off the Mortgage? Maybe Not, May 2013
  • Consumer Reports: Turmoil in Long-Term Care coverage, August 2012
     
  • Wall Street Journal: Many Married Couples Keep Their Finances Separate
     
  • Wall Street Journal: Your Emergency Fund Needs a Boost
     
  • Wall Street Journal Video: Tax Pitfalls for Fund Investors
     
  • Wall Street Journal Article: Tax Pitfalls for Fund Investors
     
  • Reuters, Stern Advice: New angles on reverse mortgages
     
  • It's All About The Income, March 2012
     
  • Wall Street Journal, Investors Gird for Higher Dividend Taxes
     
  • Reuters, Green Energy Puts Green in Homeowner Wallets
     
  • Investing on a Tight Budget, May 2010
     
  • Where Did All the Money Funds Go? Smart Money Magazine, October 2010
     
  • Going Green, Sept 2009
     
  • Ken Weingarten quoted in the NY Times on Roth IRA Conversions, July 2009
     
  • Mark Twain and Ken Weingarten, Dec 2008
  • Vanguard's best bets for your 401(k), April 2008
     
  • Money Magazine, How to Pay Zero Taxes, March 2008
     
  • Newsweek, Early Retirement: Start Planning Now, Sept 2007
     
  • Financial-Planning.com, "Taking on Retirement," May 2007
     
  • Investment Advisor, "Extension-Explication" July, 2006
     
  • Fidelity Investor's Weekly, "Set Time Aside for a Mid-Year Financial Check-Up", July 1, 2005
     
  • Mercer Business, "Saving for College: Why 529's Are Not Always The Best Choice," May 2005
     
  • Investment News, "Protection Better for IRAs, But Not Perfect," 4/11/2005
     
  • AARP: "Invest Like the Big Boys" March 2005
     
  • Press Release: Weingarten Associates to participate in Kiplinger's Retirement Event, 2/18/2005
     
  • InvestmentNews, Some Advisers Tout Unique Flat-Tax Idea, 1/31/2005
     
  • Press Release: Ken Weingarten named NAPFA-Registered Advisor, 10/2004
     
  • Three Investments To Consider, Star-Ledger, 6/27/2004
     
  • Fund Investors Punish The Bad Guys, CNBC & MSN Money, 5/4/2004
     
  • New Rules For A New Retirement, CNBC & MSN Money, 4/6/2004

Office

Weingarten Associates LLC

Address: 11 Overlook Way
Lawrenceville, NJ 08648

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Contact Info

Phone: 609 620-1770
Fax: 609 288-8460

     

Weingarten Associates, LLC is a federally registered investment adviser with the United States Securities and Exchange Commission, Washington, D.C.

Form ADV and Form CRS

The SEC requires that all Registered Investment Advisors provide clients with a copy of Form ADV Part II.

Click here to download a PDF version of our form ADV Part II

Click here to download a PDF version of our form CRS.

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