An atmosphere of approachability.
ZFS clients have both big and little portfolios. But we believe every investor deserves the same treatment. We want you to feel comfortable seeking help with your financial goals. We start by listening, treating each client with respect and attention in a courteous, professional atmosphere.
No matter what you have to invest, we are invested in the business of you. And it’s that individual attention, coupled with an approachable style of service and our ability to remove the emotional component from money decisions, that keeps our loyal customers in close contact as life’s financial goals and dreams shift.
In fact, we consider our clients good friends. So don’t be surprised if you get a phone call from us just to say hi. Once ZFS has helped plan a financial future, we consider ourselves part of it. That means following up, monitoring progress, and helping with any ancillary investment vehicles or insurance needs you might have over time. The point is simple: We’re here when you need us.