Our Clients

Families

At Zuraw Financial Advisors, we specialize in serving families through multiple generations. Rather than just work with a single family member, we often work with the entire family and offer guidance for the client’s children. Having grown up in a family that taught her about managing money from a young age, Ann Zuraw understands the concerns many face as they build and manage their assets. Our goal is to help families determine an effective solution that works for them.

With the motto “never give up,” we enjoy creating new strategies and finding alternatives that may work for a family’s unique needs. Through an in-depth and comprehensive process, we learn about a family’s financial planning needs in order to then construct an appropriate investment strategy. Specializing in portfolio management and offering ongoing education and advice, we strive to empower our clients to take an active role in their finances and help them feel confident in their future.

Women

As a team of women, we are dedicated to serving female clients, whether they are married, going through a divorce, single, or widowed. We understand the unique investment and financial planning needs of women, and our goal is to help them better understand their opportunities and feel confident in their future. As a Certified Divorce Financial Analyst®, Ann has the knowledge and experience to assist women during this sensitive time.

Whatever questions our clients may have as they navigate their financial roadmap, we’re here to help.

Entrepreneurs

Entrepreneurs building wealth and their businesses. Being a part of a family business has unique demands and benefits which we address.