WEICHEL FULLER FINANCIAL

Group photo

Our mission is to educate, inspire and equip families and successful business leaders to be effective stewards of their wealth, empowering them to achieve financial security while creating a positive legacy for those they love and the causes they support.

Our Team

Team photo

Contact our Team

  • Scheduling: Jen Cover - (941) 957-4527
  • Liaison to Home Office Underwriting, client service, insurance questions: Joanne Todd - (941) 957-4545
  • Planning, account related inquiries:  Chris Vincent - (941) 957-4549

 

Market and Economic Commentary

Access a timely summary of market happenings and economic indicators, plus get a glimpse of what's to come in our Weekly Market Commentary . Find a timely summary and insightful commentary on economic and financial market trends in our Quarterly Market Commentary .

 

 

 

 

Group photo

This February the Weichel Fuller team had a photoshoot in Sarasota. The shoot began in downtown and ended outside the Van Wezel Performing Arts Hall. This location was a great backdrop which features colorful buildings and beautiful palm trees. The team was happy to find a cool place afterwards to escape the Florida heat!

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Anne Weichel, CLU®, ChFC®, CLTC®
Wealth Management Advisor

Weichel Fuller Financial

2601 Cattlemen Rd
Ste 201
Sarasota, FL 34232-6282
  • Office 941-747-8888

Contact Me
Map Pin Get a Map of our location

Advanced Planning
Library

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck