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How does the advisor help clients – Key Takeaways:
ZURAW FINANCIAL ADVISORS, LLC is committed to helping their clients achieve their financial goals through personalized and comprehensive financial planning services. With their extensive knowledge and experience in the financial industry, they provide expert guidance and tailored solutions to meet each client’s unique needs and objectives.
Facts and Insights
ZURAW FINANCIAL ADVISORS, LLC was founded in 2002 by John Zuraw, who has over 30 years of experience in the financial services industry. Based in New York, the firm has built a solid reputation for their client-focused approach and dedication to delivering top-notch financial advice.
The team at ZURAW FINANCIAL ADVISORS, LLC consists of highly qualified advisors who have a wealth of experience in various areas of finance, including retirement planning, estate planning, and investment management. This diverse expertise allows the firm to offer comprehensive and holistic financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 18 years |
Financial Services Offered
ZURAW FINANCIAL ADVISORS, LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Retirement planning and income strategies
- Estate planning and wealth transfer
- Investment management
- Tax planning and preparation
- Insurance and risk management
- Educational funding
Client Types
ZURAW FINANCIAL ADVISORS, LLC serves a diverse group of clients, including individuals, families, and small business owners. They also work with clients from various professions, including executives, doctors, attorneys, and entrepreneurs.
Fees & Compensation
ZURAW FINANCIAL ADVISORS, LLC operates on a fee-only basis, which means they do not receive commissions or other forms of compensation from product sales. This ensures that their recommendations are always in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, and they are transparent about their fee structure, providing clients with a detailed breakdown of all charges.
Background
Founder and CEO, John Zuraw, has been in the financial services industry since 1985. He holds several industry designations and has received numerous accolades for his dedication and excellence in serving his clients.
The team at ZURAW FINANCIAL ADVISORS, LLC continuously stays updated on the latest industry trends and developments to ensure their clients receive the most sophisticated and advanced financial advice.
Financial Advisor Disclosures to Know
ZURAW FINANCIAL ADVISORS, LLC has a clean regulatory and legal record, with no disciplinary actions or legal proceedings against them or their advisors. They are committed to maintaining the highest ethical standards and providing their clients with transparent and reliable financial advice.
In conclusion, ZURAW FINANCIAL ADVISORS, LLC is a reputable and experienced financial advisory firm that prioritizes their clients’ financial success and wellbeing. With their personalized approach, comprehensive services, and strong commitment to ethics, they are a top choice for individuals and families looking for expert financial guidance.