We could invite you out for a round of golf, or take you to a Buccaneers game, but that’s not what you need. Brother-in law, mediocre lunch seminars, bank clerks, and neighborhood stock pickers is the old way.You wouldn’t pick your doctor based on his golf swing, and you shouldn’t pick your advisor that way either.

When you hire an independent Zoom certified advisor, you hire a fiduciary committed to helping you keep more of what you earn. Working with Zoom, you’ll have access to the country’s top financial minds, all pre -interviewed at negotiated flat rates for you to select from. Done and Done.