As an independent agent I can objectively help you reach your financial goals and only represent companies that offer my clients the best solutions. I have helped hundreds of clients over the years to do what is right, cost efficient and achieve their goals.
Life insurance, disability and long term care insurance for your long term life goals.
Financial & Retirement Planning Strategies.
Independent Financial Advisor
Strategic Planning for long term benefit.
25 years experience.
Securities licenses 6, 7, 63 & 65.
Schedule a Complimentary Financial Planning Consultation.
Retirement Planning Strategies, Financial and Estate Planning, including Life Insurance, Annuities, Long Term Care and Disability Income.
Providing comprehensive financial planning, retirement funding strategies and investment advisory services for small businesses, professionals and high net worth individuals.
For over 25 years in the financial planning field, Bruce Weinstein is here to lend his wealth of experience to guide his clients into successful strategies for attaining wealth and peace of mind.
Located in Santa Monica, CA, primarily serving clients in these Los Angeles neighborhoods: Brentwood, West Los Angeles, Santa Monica, Pacific Palisades and Culver City, plus Orange County and Ventura County, CA.
What Our Customers Are Saying
Don’t just take it from us, let our customers do the talking!
When I hear the word “genuine” I think of Bruce Weinstein. Not only is he a true professional, but he does what’s best for his clients. Bruce is easy to work with and will go out of his way to make sure his client’s needs are met.
Brokerage Director, Annuities and Life Insurance
Innovative Solutions Insurance Services, LLC
Bruce Weinstein is a highly professional financial advisor. I have known him for over 15 years and know him to be a dedicated counselor who always has the best interests of his clients in mind. Bruce is dedicated to one’s financial success no matter what kind of method is selected.
David M. Shacter
Law Offices of David M. Shacter
I have worked with BRW Financial Services for several years now. I have been very satisfied with the results.
Robert Cannon Company