What is estate planning?
Estate planning is the process of arranging who will receive your assets when you die.
Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.
Richard Jakotowicz, CFP®, CFA®, MSF
Benchmark Financial
Ryan Sterling, CFA
Nerdwallet Wealth Partners
David LaRocca, CFP®, JD
Creative Planning
Matthew McKee, MBA, CFA, CFP®
Target Rock Wealth Management
Johnathan Komich, CFA
Komich Capital Advisors
Lauren Lambert, CFA
CAPTRUST
Marcus Magyar, CFP®
CAPTRUST
Larry Manley, CFA®
Manley Capital Management
The preceding testimonials are provided by current clients. Advisor does not seek out client testimonials, and all testimonials referenced are unsolicited. No compensation was provided for the testimonial and no material conflicts of interest are present as a result. These testimonials and endorsements do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.