Are We a Fit?
We serve families for whom we can add significant value by delivering honest and easy to understand advice. Our clients often think of us as their family’s Chief Financial Officer.
In providing a safe environment to discuss your most important concerns, we are here to listen, educate, and serve to empower complete peace of mind in your financial decision making.
The Zuleger Kendall Group is committed to maintaining the highest standards of integrity and professionalism in our client relationships.
We look forward to earning your trust and confidence in becoming your Financial Advisory Team for life.
We enjoy working with business owners, corporate executives, retirees, pre-retirees, and families in transition stages of their lives to:
Define their unique goals and objectives
Establish a plan to achieve worry-free "Financial Independence"
Make smart decisions with their money