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Closed
1151 Yulupa Ave, Santa Rosa
Investing
“Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.”
Investing
Investing
“Mark is incredibly knowledgeable in his field. He helped me maximize year-end tax benefits through smart financial planning and, most importantly, gave me real peace of mind that I’m on track for retirement. I can’t recommend him enough—he’s now my go-to financial planning expert and someone I confidently refer to my clients.”