"I have dealt with ZFG for over 20 years. I have complete confidence. Maria is honest, knowledgeable and manages my portfolio sensibly. She helps me sleep at night"

- L.M. Retired Executive

 

"If you want a team who's thoughtful, courteous, cautious and responsive, ZFG is the right fit"

– D.R., Think Tank, Director

 

"ZFG is smart and conservative in wealth-making and wealth preservation"

– J.S., Media Executive

 

"ZFG is responsive and able to tailor portfolios to the needs of the client"

– K.B. Lawyer

 

"ZFG manages our portfolio so I don't have to. I have never had to second guess them"

– N.K., Retired

 

"ZFG always calls and keeps me in its sights, and has my best interest in mind"

– T.C., Retired Professor

 

"ZFG is prudent, smart and careful in their advice and how they manage the estate"

– S.M., Lawyer