What We Offer
A Cup of Coffee & A Second Opinion
At Zaccaro Wealth Management we have seen markets come and go. You might be thinking where do we go from here? If you don't have the answers or maybe you are just looking to reconfirm that you are still headed in the right direction, join us for a cup of coffee and a second opinion.
Make an appointment to come in and sit down with us. We will outline your financial goals and what your investment portfolio is intended for you. Then we will review the portfolio with you.
Either way, the coffee is on us.
Our Services
- College funding solutions
- Portfolio management
- Wealth planning
- Risk management
- Estate planning
- Retirement strategies