Fiduciary – \ fih-DOO-shee-air-ee \, adjective; 1. Relating to the holding of something in trust for another.
In today’s ever changing environment of money management, ZFA continues to strive to offer our clients the best financial solutions. We strive for the best for both our clients and ourselves. We are now a Registered Investment Advisor (RIA) Firm. This move gives us the freedom to offer you a wider array of investment alternatives, as we are no longer restricted by a broker/dealer.
We will continue to be fee based, which means we do not receive commissions on the sale or purchases of securities. We work as a fiduciary, and adhere to the highest ethical standards in the industry. Our first priority is your overall financial success.
Our goal is to get to know and understand your needs, wants, and long-term goals. This will enable us to develop, implement, and monitor a strategy that’s designed to address your individual situation.
We are not afraid to challenge conventional wisdom in our approach to investing and preserving your wealth. All of our energy, commitment and efforts are focused on you, the client.
Thank you to all of our current and future clients, for helping us make Zuraw Financial Advisors the thriving business it is today.
Answers from A to Z
Zuraw Financial Advisors is registered as an investment adviser with the U.S. Securities and Exchange Commission.