The Zaino Group - Mike Zaino
Bank Credit Union
Why pick this one
The Zaino Group specializes in retirement income planning and has been in business for almost 20 years.
Best for
- individuals nearing retirement
- federal employees needing specialized retirement benefits guidance
- clients seeking personalized financial strategies
Look elsewhere if
- only needing basic savings advice
- looking for quick asset management services
Specialties
- retirement income planning
- 401(k), 403(b) & TSP rollovers
- federal employee benefits analysis
- IRA conversions
- tax-free retirement strategies
Certifications
- International Association of Registered Financial Consultants
- Forbes Finance Council
- National Ethics Association
- National Veteran-Owned Business Association
What makes them different
- offers no-obligation consultations
- tailors financial strategies to individual client needs
- provides ongoing reviews and reassessment of retirement plans
- educates clients on available options
- licensed to operate in multiple states
- Years in business
- almost 20
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 2101 Sardis Rd N Ste 207, Charlotte, NC 28227
- Phone
- 7045601573
- Website
- https://www.thezainogroup.com/
- mike@thezainogroup.com
Services
- retirement planning
- insurance strategies
- legacy planning
- social security maximization
- long term care