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Who We Are

Jeffatde677.jpgZunic Advisory is built from a professional who has over 26 years of experience that he brings to service your investments in a prudent and professional manner. A variety of individual security options (stock, bonds, ETF's) are used to design a plan to meet your comfort level with risk while attaining your financial goals.

Also provided is a myriad of other services including: professional advice and expertise in the areas of estate settlement, trusts, custodial accounts, charitable gift planning, and retirement plans such as Defined Benefit Plans, IRAs and 401(k) Plans. Whatever your financial goals, Zunic Advisory will counsel you on what it takes to help you reach them.

However, Zunic Advisory’s success isn't a result of hard work and commitment alone. The customer's vision continues to be at the core of our success. And, the firm's future prosperity is dependent upon its ability as a financial partner to enhance customers' investment strength, helping them achieve their full potential.

Founded in mid-2004, Zunic Advisory serves Pennsylvania in the Mid Atlantic. Zunic Advisory can provide for a full range of consulting services through its partnerships with other specialty firms that we have relationships built to enhance service offerings.

Zunic Advisory is unique in the market because the principal has a commitment to service that is second to none, because as the owner, I live and die based on client relationships.

created: Apr-17-2010 15:26   print version


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