People, not portfolios.
Zahn Financial Services (ZFS) has been providing highly personalized financial advising, investment planning, and accounting services to clients throughout Denver and the U.S. for more than 28 years.
Taking a holistic view of investing, we consider each client’s complete financial circumstances, including variable risk tolerances and key tax ramifications, to provide the most informed course of action.
An intentionally small firm with big experience, ZFS is built around giving loyal clients the attention and accountability they deserve, regardless of portfolio size.
Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,008 Denver wealth managers were considered for the award; 517 (18 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com
Fixed insurance products and services and tax services offered by Zahn Financial Services.