ServicesNovember 25, 2019 2020-11-24 15:32
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) registered with the Securities and Exchange Commission, 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.
What we offer
Our goal is to help each of us understand the other, intending to create a mutually beneficial long-term relationship.
We will begin to formulate a detailed and customized financial plan and investment strategy.
As our client, we will review a financial strategy designed to pursue your needs, goals, and risk tolerance. We will then begin to work to improve existing strategies and discuss developing new plans to help lead you towards achieving your goals.
Together we will implement the recommended and agreed upon investment strategies designed to lead you toward your goals.
Reviews are designed to assess the need to modify your plans – in order to adapt to any of life’s changes.
Who we work for
Entrepreneurs building wealth and their businesses. Being a part of a family business has unique demands and benefits which we address.
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.
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.
Should I partner with ZFA in managing my investments?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.