`
How does the advisor help clients – Key Takeaways:
ZIDEL FINANCIAL INC. offers a wide range of financial services to help clients meet their financial goals. Their team of experienced advisors provide personalized financial advice and guidance to clients to help them navigate the complexities of the financial world. The following are key takeaways on how the advisor helps clients:
- Provides personalized financial advice and guidance
- Offers a wide range of financial services
- Helps clients navigate the complexities of the financial world
Facts and Insights
ZIDEL FINANCIAL INC. has been in the business of providing financial advice for over 10 years. Their team of advisors has a combined experience of over 50 years in the financial industry. They have a proven track record of helping clients achieve their financial goals and build a strong financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
ZIDEL FINANCIAL INC. offers a wide range of financial services to help clients with their financial needs. Their services include but are not limited to:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
ZIDEL FINANCIAL INC. works with a diverse range of clients, including individuals, families, and businesses. They cater to clients of all ages and backgrounds, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
ZIDEL FINANCIAL INC. operates on a fee-only basis, meaning they do not earn commissions on the financial products or services they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets they manage for their clients.
Background
ZIDEL FINANCIAL INC. was founded by John Zidel, a highly experienced and qualified financial advisor with a passion for helping clients achieve their financial goals. He leads a team of dedicated advisors who share his values and commitment to providing exceptional financial advice to clients.
Financial Advisor Disclosures to Know
As a financial expert, ZIDEL FINANCIAL INC. is dedicated to transparency and fully complying with all regulatory requirements. Here are some important disclosures to know:
- ZIDEL FINANCIAL INC. is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
- Their advisors are licensed professionals and adhere to strict ethical standards set by their governing bodies.
- ZIDEL FINANCIAL INC. has no legal or disciplinary actions against the firm or any of its advisors.