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Zajac Group
Finance · Pennsylvania, United States · 1-10 Employees
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Overview
Headquarters
740 Springdale Dr Ste 204, Exton, Pennsy...Phone Number
(610) 719-0900Website
www.zajacgrp.comRevenue
<$5 MillionIndustry
About Zajac Group
Founded in 1993, Simone Zajac Wealth management is an independent financial planning firm offering customized investment management and wealth management solutions for individuals, families, and business owners. We serve a broad range of clients, including retirees and pre-retirees, business owners, corporate executives, and successful gen-x and millennial savers. Our professional team is staffed with CPA's, CLU®'s, and CERTIFIED FINANCIAL PLANNER professionals. As a group, we have over 50 years of client-facing industry experience, helping to ensure that you get knowledgeable guidance on your financial decisions. Our goal is to satisfy your unique financial needs. We dedicate ourselves to listening and identifying the subtle nuance of every client communication and work hard to develop a customized financial solution.Explore more
Zajac Group Org Chart
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Founded in 1993, Simone Zajac Wealth management is an independent financial planning firm offering customized investment management and wealth management solutions for individuals, families, and business owners. We serve a broad range of clients, including retirees and pre-retirees, business owners, corporate executives, and successful gen-x and mi... Read More
