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      Zdenek Financial Planning

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      Financial Planning Consultants, Financial Planners, Investment Advisory Service

      405 Lexington Ave, New York, NY 10174

      646-467-9697

      CLOSED NOW: 
      Tomorrow: 9:00 am - 5:00 pm
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      DETAILS
      General Info
      Zdenek Financial Planning is a comprehensive, fee-only personal financial planning and investment advisory firm. From our offices in New Jersey and New York we serve clients in over nineteen states. Since 1982, we have helped our clients gain greater control over their financial destinies and achieve their lifestyle goals for themselves and their families. We work exclusively with affluent individuals, business owners and senior executives, helping them achieve and maintain their financial independence. Our proprietary process for helping clients build, preserve and manage their wealth has been granted registered status by the U.S. Patent and Trademark office and has drawn national recognition by publications as diverse as Worth, Medical Economics and The New York Times. Over the years, Zdenek Financial Planning has been recognized as being among the country's top financial advisors by magazines such as Wealth Manager magazine, Medical Economics and Worth. We welcome the opportunity to design a financial planning and investment strategy tailored to meet your specific needs and goals. Please feel free to contact us so we can begin to get acquainted and determine how we can customize our program to your situation.
      Extra Phones

      Phone: 212-661-8684

      Phone: 212-661-8682

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Financial Planning Consultants, Financial Planners, Investment Advisory Service
      Location
      Chrysler Bldg
      AKA

      Zdenek Albert

      Other Links

      https://www.merceradvisors.com/contact-us

      http://tswealth.com

      Other Information

      Certifications: Certified Financial Planner

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      Data provided by one or more of the following: Thryv, Data Axle, Yext.