Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary McGill is a financial advisor registered with the state of New York and is currently employed by Joel Isaacson & Co., LLC. Zachary holds the Certified Financial Planner designation. He is specialized in providing financial planning services to individuals and high net worth individuals, as well as charitable organizations. In addition to financial planning, Zachary also provides tax planning and compliance consulting services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tax planning and compliance consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
11/16/2021 - Present
Joel Isaacson & CO., LLC (NEW YORK NY)
Active
Inactive
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