FDIC Insured - Equal Housing Lender

Portfolio Management

Professional portfolio management with personalized investment strategies tailored to your risk tolerance and financial objectives.

  • Personalized investment strategy
  • Regular portfolio rebalancing
  • Tax-efficient investing
  • Quarterly performance reviews
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Retirement Planning

Secure your future with our comprehensive retirement planning services, including 401(k) rollovers and IRA management.

  • 401(k) and IRA accounts
  • Rollover assistance
  • Tax-advantaged growth
  • Retirement income planning
Plan Your Retirement

Education Savings

Invest in your child's future with 529 education savings plans and Coverdell Education Savings Accounts.

  • 529 College Savings Plans
  • Tax-free growth potential
  • Flexible contribution options
  • Qualified education expenses
Start Saving

Mutual Funds

Diversify your portfolio with our wide selection of mutual funds from top fund families around the world.

  • Thousands of fund options
  • No transaction fees
  • Professional fund management
  • Automatic reinvestment
Browse Funds

Certificates of Deposit

Secure your principal with guaranteed returns through our competitive certificate of deposit options.

  • Guaranteed returns
  • FDIC insured up to $250,000
  • Flexible terms 6-60 months
  • Competitive interest rates
View Rates

Investment Advisory

Get personalized investment advice from our certified financial advisors to help you make informed decisions.

  • Certified financial advisors
  • Comprehensive financial planning
  • Investment strategy development
  • Regular portfolio reviews
Schedule Consultation

Investment Performance

8.5%
Average Annual Return
$50B+
Assets Under Management
25+
Years of Experience
500K+
Satisfied Investors

Ready to Start Investing?

Join thousands of investors who trust Zazmir Finance with their financial future