806 Green Valley Road
At Zuraw Financial Advisors, our mission is focused on our PLAN:
P Put your financial interests in order.L Let us work together to educate and manage your investments.A Act in your best interest.N Never underestimate the power of learning and effort.
Trusted RelationshipsLong-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. We find it rewarding to work with families through multiple generations and are committed to serving them as if they were our own family.
Ongoing CommunicationBeyond working with clients to develop an investment strategy, based on a financial plan, we stay in frequent contact with them. We strive to make ourselves available to clients and can answer a number of questions they may have throughout the year in between review meetings. Whether it’s virtual or in-person, we can offer advice to clients regarding financial decisions they face.
T TransparencyR ReliabilityU UnderstandingS SensitivityT Thoughtfulness
We believe in thinking “out of the box,” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving your assets. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our clients can benefit from:
EducationWhether it’s through a community seminar, a one-on-one meeting, or on our blog, Women, Money and Divorce we continually offer our clients education regarding financial topics, from women and investing to legacy planning.
Tailored GuidanceWe understand every family has different needs. Some families want to work closely with us and meet regularly, while others prefer us to manage their assets so they can enjoy their passions in life. We work with your CPA, trust and estate attorneys, and other personal advisors to make sure your goals and objectives are being met utilizing all of the best available resources. Our services and levels of communication are based on each client’s individual preferences with customized solutions.