Our Philosophy

   

Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we prioritize and implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry and how it applies to your personal situation. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the best financial advice.

Investment Advisory Services offered through Securities America Advisors, Inc., an SEC registered investment advisory firm. Ronald S Zweig, Registered Investment Advisor Representative. 

Securities offered through Securities America, Inc. Member FINRA/SIPC.  Ronald S Zweig Registered Representative.  Securities America companies and R S  Zweig Financial Advisors LLC are independent non-affiliated entities.

 Please remember to contact R S Zweig Financial Advisors LLC if there are any changes in your financial situation or investment objectives, or if you wish to impose, add or modify any reasonable restrictions to our investment management and advisory services.   A copy of our current written disclosure statement discussing our advisory services and fees is available for your review upon request.

Representatives of Securities America do not provide tax or legal advice. Please consult the appropriate professional regarding your situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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