Zuraw Financial Advisors have been working for decades to serve our client's needs. We hold CFP, CFA, and CDFA professional designations accepted by the applicable state regulators and SEC. We put our clients' needs at the forefront of our services, and recommend investments based upon individual circumstances, financial situation, expectation of current and future cash needs, investment objectives, and risk tolerance.
As fiduciary financial advisors, Zuraw Financial Advisors does better when our clients do better. We work together with local expert delivery companies to ensure the goods flow is always smooth. 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.
As fiduciary financial advisors, Zuraw Financial Advisors does better when our clients do better. We work together with local expert delivery companies to ensure the goods flow is always smooth. 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.
Services
Zuraw Financial Advisors is an investment management firm based in Greensboro, North Carolina serving families in all stages of life. The practice was founded more than a decade ago by Ann Zuraw, Chartered Financial Analyst, Certified Divorce Financial Analyst, and Certified Financial Planner with more than 30 years of experience in portfolio management, financial planning, family businesses and stock analysis.
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.
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.
We are Zuraw Financial Advisors, LLC, ("ZFA") an investment advisor registered with the Securities and Exchange Commission. Our investment advisory and brokerage services and fees differ from a traditional broker-dealer firm, and it is important for you to understand the differences. We offer customized investment advisory services to our retail clients.
Learn about the pros and cons of employing South Dakota directed trusts in your financial strategy. Should you consider a South Dakota trust? This survey will take you through some quick questions to determine if a South Dakota Trust is right for you. ZFA and Bridgeford Trust Company come together to provide this podcast filled with practical information on why a South Dakota Trust may be right for you.
How a South Dakota TrustTrust Can Give You More Flexibility and Control over the intent of the trust. How to Distribute the money. Mandatory Vs. required distributions of income. Learn about the "use it or lose it" situation for estate lifetime transfers. Passing your family business to the next generation.
Reviews
Be the first to review Zuraw Financial Advisors.
Write a Review
