General Info

With over 40 years of financial services experience, The Zois Group focuses on educating and assisting clients take sensible steps to securing a better future financially for themselves and their loved ones. As part of our fiduciary responsibility, our team offers our services in an on-going commitment to provide quality solutions to the needs of individuals, regardless of which stage in life they are. Our areas of expertise include retirement planning, wealth management, estate planning, and risk management.