About Us

Zuma Financial Advisors, LLC

about-us-image
 

 

Principal

 

(443) 468-3280
annie@zumafinancial.com

 

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have distinct goals in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As financial professionals, we are committed to helping people just like you create solutions for their retirement and other assets. Once we understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preservation of principal as priorities.

Zuma Financial Advisors, LLC, was formed to advise clients with independence and objective autonomy in mind. Simply said, the team is no longer working for a firm to meet corporate “annual” sales goals with service on the side, rather the focus is on understanding and servicing the client to meet YOUR goals without proprietary directives.

We invite you to check out all the material on our website. If something prompts a question, please send a quick email or call the office. We look forward to speaking with you.

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