Our Services

How We Work


Zuraw Financial Advisors takes a personalized, hands-on approach towards investing, estate conservation, and preserving assets. We seek to educate our clients on their financial well-being, as well as financial concepts and strategies.

 We are a Fee-Only Independent Registered Investment Advisor (RIA) and act as a fiduciary financial advisor that will always put our client's best interest first and foremost.

 Our customized investment advisory services include equities, fixed income, mutual funds, ETFs, and similar investments.  Our services are provided in your best interest and tailored to your individual situation. We are interested in creating a personalized investment experience for our clients and provide all the tools for success.

Investment Management

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes


Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected] |  336.290.7062