Zephyrus Financial Services Email Formats

About Zephyrus Financial Services

Zephyrus Financial Services was founded in 1998. We set ourselves apart by giving people honest and straightforward guidance on planning their financial futures. The company was built on a foundation of plan first, invest second. Named after the mythological god of the west wind, Zephyrus is often portrayed in literature as thoughtful and benevolent. Our clients are confident we will be there supporting and adjusting their financial roadmap through every milestone in their lives. We are passionate about educating clients and enjoy working with people who are willing to learn and participate in the planning process. Our clients understand working with a financial advisor requires them to be vulnerable about all the personal aspects of their life. During the first meeting, we spend time listening to stories about your family, hobbies and dreams. It’s important we get to know you before creating your financial roadmap. Zephyrus Financial Services is a marketing name of Cetera Investment Services. Securities and Insurance products are offered by Cetera Investment Services LLC, member FINRA/SIPC. Investment Advisory services are offered by Cetera Investment Advisers, LLC. Cetera is under separate ownership from any other named entity. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice. Cetera Investment Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

View contact profiles from Zephyrus Financial Services