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Ask The PlanMan Channel

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About "Ask The PlanMan" YouTube Channel

Welcome to ASK THE PLANMAN, hosted by Bruce Weinstein.

Each week Bruce will feature a guest to talk with and bring you insights and strategies to help you make educated financial decisions. Bruce brings his expertise with over 35 years of experience, helping thousands of clients reach their goals and objectives. The Planman believes everyone should have a PLAN!

Come Ask the PLANMAN – we want to HEAR from YOU.

New episodes are released bi-weekly every Monday.

Write Bruce: info@asktheplanman.com

Text the word Planman to 321-421-5213 or call 1-844-PLANMAN 

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WHAT OUR CLIENTS HAVE TO SAY

“In all the years that we have known him, he has always exhibited the highest moral character and always conducted himself in a most highly ethical manner… There has never been a time when he did not give us his full attention and guidance.”
- Peter & JoAnn C.
“Bruce is an individual that gives his time and commitment to the people of his community without asking for anything in return.”
- David T.
“He has always been open and aboveboard in his dealings with his clients.”
- Alexander & Veronica O.
“Bruce is one the nicest people I have been associated with in the financial services industry. He takes great pride in his work and is greatly committed to taking care of his client’s needs.”
- Peter P., CFP®
“As a single mother to a child with severe multiple disabilities, I have limited income. Finding someone to actually keep my best interests in my mind when it comes to financial planning has always been a struggle. I have had advisors leave my accounts dormant. This is all changed when I met Bruce Weinstein…”
- Steffi D.
“… Bruce has consistently exhibited the highest degree of, professionalism and attention to detail in even the smallest of matters. He has consistently taken the time to understand my financial goals and listen to/address all my questions and concerns. There has never been an occasion where I felt that Bruce was not focused on helping me meet my goals. I have the upmost trust in his judgment. In all the years that I have known him, he has always conducted himself in a highly ethical manner.”[
- Joseph D.
“Bruce is, without a doubt, one of the most respected, trustworthy and reliable people I have ever met… His patience, thoroughness and dedication to his clients is unparalleled.”
- Steven E., ESQ
“Bruce has been there for the purchase of my first home, birth of my children, career changes, moving across the country, college education of my children and dealing with elderly parents planning for long term care. We are thankful and lucky to have Bruce to help steer us to the right decisions in order to accomplish the needs of our ever changing lives.”
- Jeffrey L.
“He has consistently demonstrated a core competency, tremendous client relationship skills, responsive services, and a high sense of integrity.”
- Russell F., ESQ
“During all this time I have known Bruce to be a good consummate professional of high moral character…”
- Michael S.
“… more than impressed with Bruce’s knowledge, guidance and integrity.”
- Brad B., CPA/CFF, CVA, DABFA, FACFEI
“Bruce has never placed us on the ‘back burner’ but rather, he has attended to our needs carefully, with immediacy, always leaving us with the feeling that we were as important to him as those who ‘played in the big leagues’. We trust him! We rely on him! We really do not know what we would do without him! He has guided us for more than 20 years. He is reliable and trustworthy, an honest, intelligent, sensitive person not often found in this industry.”
- Marvin & Susan P.
“… the patience and care with which he treats his clients and prospects. He is is extraordinary generous with his time, and treats clients of all financial means with the dignity that they deserve.”
- Anthony S., CLU® ChFC®
“… Bruce has always dealt with me with the proper mix of patience and integrity. He will take whatever time I need to have concepts or potential investments explained to me and has always been a man of his word.”
- Don C.
“I have always found him to be a man of tremendous personal and business integrity. He is always looking out for his client’s best interests. His honesty and reliability, in my estimation, are beyond approach.”
- Howard F.
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