Broker Check

Services

At Zaleck Financial Advisors, we offer a comprehensive suite of services designed to address your specific needs, wherever you are in life. We work with you as a team to develop plans aligned with your values. Our services include:


Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis
  • Tax Planning

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Bonds
  • Stocks
  • Exchange Traded Funds (ETFs)
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Insurance

Do you have the right insurance to help protect your assets? We can help you address your insurance needs and assess appropriate options, including:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance

We believe in taking care of our clients first and foremost. We are honored to have built a firm based on referrals because our clients appreciate the service we provide enough to recommend us to their loved ones and we hope to extend these trustworthy relationships to our new clients, as well. Contact us today to get started.