Zufall Financial Services offering personalized experience
|Zufall Financial Services includes employees, from left: (back row) owner and President William Zufall III, adviser John Kraft, Vice President William Zufall II and adviser Chris Landers; and (front row) Office Assistant Liz Koch, Office Manager Katie Burton and registered sales associate Colleen Winer.|
|Photo courtesy of Zufall Financial Services|
The five-year-old business is a professional money management agency located at 387 Medina Road, Suite 500.
Zufall, who owns the business, has more than 17 years of experience in the industry, was recognized as a member of Raymond James 2011, 2012 and 2013 Executive Councils and also was named a 2012 and 2013 Five Star Wealth Manager, according to the company website. Previously, he was at Merrill Lynch, where he was inducted into the Cleveland Hall of Fame, the Executive’s Club, President’s Club and Chairman’s Club.
Zufall said the business, which includes three other advisers, assists clients, both individuals and business owners, with financial planning needs. The other advisers include William Zufall II, John Kraft and Chris Landers. Together, they have almost 110 years of experience to offer clients, he added.
“We are a family-oriented business that focuses on individuals,” he said. “We do not do ‘cookie cutter’ portfolios. We create individualized portfolios based on each client’s unique situation, preference and goals,” said Zufall. “This portfolio is designed to work with and for a client at every stage of life.”
Zufall said advisers at the agency review each client’s full financial picture in creating these personalized portfolios.
The review includes looking at investments, insurance, debt management and structure, as well as asset distribution, asset protection and transfer of wealth.
Services available to clients through the agency include planning for college and retirement, estate planning, tax planning and risk management, as well as individual investments, mutual funds, stocks, bonds, annuities and insurance products.
Zufall is a 1992 graduate of Copley High School, 1997 graduate of The University of Akron and also attended Wake Forest University. He was an All-American athlete in soccer in high school, played with UA and Wake Forest University, and also was a professional soccer player in Cleveland and Columbus, according to Zufall. In 2006, he represented the United States in a pro-am soccer event in Germany during the World Cup, he added.
He also was a former Highland High School boys head soccer coach and ended his tenure there in 2010 with numerous recognitions.
The business is open weekdays from 8:30 a.m. to 4:30 p.m. To set up an appointment, call 330-239-0850.
For more information about Zufall and the business, visit www.raymondjames.com/zufallfinancialservices.
Editor’s note: Advertiser features appearing in the West Side Leader are provided as a service to the advertiser and our readers. They do not serve as an endorsement of any company, person, product or service. All information contained in these features comes directly from interviews with company owners or their representatives and from additional materials provided by them.
More Business News
Calendar of Events
- Evening Retirement Series - 3/10/2014
- Anchoring - 3/10/2014
- A Far Cry with Matt Haimovitz - 3/11/2014
- Mudcakes - 3/11/2014
- Widows and Widowers Under 50 - 3/12/2014