Wiest Insurance And Investment Management

Wiest Insurance and Investment Management, as an independent brokerage firm, is able to offer an array of products and services through its many insurance and investment company partners and therefore is able to assist our clients with all of their needs.

Wiest Insurance and Investment Management can help.

What usually happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is based on only one piece. Is it any wonder that the pieces then don't fit together?

What makes us different?


We focus on your goals and work with all areas of your financial life—tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more—to create a financial plan that changes as your circumstances change. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.