About Us

Jon and the team of AKS professionals across the country have many decades of combined experience assisting financial institution clients in:

• protecting and enhancing corporate reserves

• protecting corporate and individual income and assets

• protecting corporate talent by securing company incentive and service based compensation

• protecting KeyEEs by filling common gaps and shortfalls via supplemental savings & welfare plans

"It has been a pleasure working with Jon Weir and the entire WFR staff. Over the past 6 years I have grown into my role as CEO of Dryden Mutual Insurance and WFR has been ideal with my transition, by making it easier to understand the various products and ultimately leading me to make better decisions on behalf of Dryden Mutual.  I have, and will continue, to recommend WFR to anyone seeking alternatives with their  investment decisions.”
  Pete Vercillo, CPCU, CIC – President & CEO, Dryden Mutual Insurance Co.

"Weir Financial Resources and Sterling Insurance Company established a close working relationship over 13 years ago and it continues to grow.  WFR educated us on the finer nuances of corporate owned life insurance, and we have since established a sizable portfolio by purchasing such coverage on virtually all of our directors and officers.  A significant amount of surplus will inure to the organization’s benefit in future years as a result. Furthermore, WFR has illustrated to us how these instruments can be utilized from a benefits perspective.  We are very pleased with all they have had to offer."
  Stephen A. Harris, CPCU - Chairman, Sterling Insurance Co.

“I would like to recommend that you take a phone call from either Bill or Jonathan Weir.  I have worked with both of them since 2004 on the [use of] corporate owned life insurance (COLI) as an investment tool for Dryden Mutual. The peripheral discussions about life insurance can get complicated and typically obscure the simple fact that COLI is a very useful way to manage (hedge) the downside of directly holding conventional stock and bond investments at a P&C insurance company.”
  Bob Baxter, CPCU, CIC – Retired CEO & General Manager, Dryden Mutual Insurance Co. 

"Working with Weir Financial Resources has been an absolute pleasure. Their professionalism, dedication, and expertise have significantly contributed to the success of our projects. One of their standout qualities is their exceptional communication skills, whether it be delivering timely updates or just a conversation to bounce around some ideas. They consistently deliver high-quality work on time and go above and beyond to ensure our needs are met.  We highly recommend Weir Financial Resources to anyone looking for a reliable and skilled partner."

 Greg Gaeta, MBA – Treasurer, Otsego Mutual Fire Insurance Co.

- These clients were not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.