Zunic Advisory is built from a professional who has over 30 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.
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