806 Green Valley Road Suite 201 Greensboro, NC 27408

Investment Strategy Form

September 1, 2020 2023-01-11 11:38

Submission Form

Investment Strategy Form

INVESTMENT STRATEGY SUBMISSION FORM

Let ZFA Help You Take Control of Your Financial Future.

Check all questions that are important to you.
Investment Strategy

I want to understand my whole financial picture. How does diversification work? What should I be doing to plan for my retirement? Is the return on my investments achievable with my chosen risk profile? What is the best way to save for my kids' education expenses?
What are your Investment Priorities?

Retirement Family Legacy Kids' Education
E-mail
Please Run the Wizard
Should be Empty:

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

Get Started

Enter your email address to receive our newsletter and insights on the industry.

Navigation

Resources

Contact

806 Green Valley Road Suite 201 Greensboro, NC 27408

336.290.7062

336.450.1080

info@zurawfinancialadvisors.com

No Individual should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

“Ranking and/or recognition by unaffiliated ratings services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if the firm is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the firm by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information voluntarily submitted, prepared and submitted by the recognized adviser.”

“Zuraw Financial Advisors, LLC (“Zuraw”) does not recommend and/or endorse advertising linked to Zuraw’s website or blog posts (WomenMoneyandDivorce.com or ChicksChatandChange.com). Nor does Zuraw make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Zuraw website or incorporated herein and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Zuraw may receive compensation from third parties to advertise on the firm’s website and blogs. Zuraw does not share client’s personal information with any third parties, either affiliated or non-affiliated with Zuraw.”

Investment Strategy Form

Investment Strategy Form

Submission Form

Investment Strategy Form

Let ZFA Help You Take Control of Your Financial Future.

Where do you want your financial roadmap to take you?

Newsletter

Navigation

Resources

Contact