Zenith Advisory Group - The Villages, Florida

Address: 1068 Lake Sumter Landing, The Villages, FL 32162.
Phone: 2820810.
Website: zenith-advisor.com
Specialties: Financial consultant.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Zenith Advisory Group

Zenith Advisory Group 1068 Lake Sumter Landing, The Villages, FL 32162

⏰ Open Hours of Zenith Advisory Group

  • Monday: 8:30 AM–4:30 PM
  • Tuesday: 8:30 AM–4:30 PM
  • Wednesday: 8:30 AM–4:30 PM
  • Thursday: 8:30 AM–4:30 PM
  • Friday: 8:30 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

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Zenith Advisory Group: A Trusted Financial Consultant Firm

Located at Address: 1068 Lake Sumter Landing, The Villages, FL 32162, Zenith Advisory Group stands out as a premier financial consultancy firm. With a dedicated focus on providing expert financial advice, they have established a reputable presence in Central Florida. The firm's commitment to client service is evident in its accessible facilities and comprehensive range of financial consulting services. For those seeking professional guidance,
Zenith Advisory Group offers a unique blend of expertise and personalized attention.

Contact Information

Clients can reach out to Zenith Advisory Group via phone at 2820810. Their office is conveniently located at the address provided, making it easy for both local and visiting clients to schedule appointments. The firm's website, zenith-advisor.com, serves as a valuable resource for potential clients, offering detailed information about their services and how to get started with their advisory process.

Specialties and Services

Financial Consulting is at the core of what Zenith Advisory Group does. Their specialties include:

  • Personal Financial Planning
  • Investment Strategy Development
  • Retirement Planning
  • Estate Planning
  • Tax Planning and Optimization

With such a broad spectrum of services, the firm caters to a diverse clientele, from individuals seeking to secure their financial future to businesses looking for strategic financial advice.

Accessibility Features

In consideration of all potential clients, Zenith Advisory Group has made significant efforts to ensure their premises are accessible. The office features a wheelchair accessible entrance, a wheelchair accessible parking lot, and an accessible restroom. This inclusive approach demonstrates their commitment to serving everyone, regardless of physical ability.

Appointment Recommendations

Given the personalized nature of their services, Zenith Advisory Group recommends scheduling appointments ahead of time. This ensures that clients receive the undivided attention they deserve from the team of experts. It's also worth noting that while walk-ins are possible, appointments are highly encouraged to optimize the consultation process.

Client Opinions

The firm's dedication to excellence is reflected in the reviews they have received. On Google My Business, Zenith Advisory Group boasts 8 reviews with an impressive average opinion of 4.5/5. This positive feedback underscores the high level of satisfaction their clients experience, from initial consultations to long-term financial planning.

Summary of Key Features

- Expert Financial Consulting: Specializing in personal and business financial advice.
- Accessible Facilities: Ensuring a barrier-free environment for all clients.
- High Client Satisfaction: High ratings indicate a strong track record of delivering quality services.
- Comprehensive Services: From retirement planning to tax optimization, they cover a wide range of financial needs.
- Appointment System: Promotes organized and personalized service.

How to Engage with Zenith Advisory Group

For those interested in benefiting from the expertise of Zenith Advisory Group, several steps can be taken:

  • Visit their website at zenith-advisor.com for more information.
  • Call their office at 2820810 to inquire about services or schedule a consultation.
  • Plan to visit their accessible location, ensuring a comfortable experience for clients with mobility needs.
  • Consider booking an appointment to take full advantage of their personalized advisory services.

Conclusion

Zenith Advisory Group offers a comprehensive suite of financial consulting services in a welcoming, accessible setting. Their commitment to client satisfaction, as evidenced by high customer ratings, makes them a reputable choice for anyone seeking professional financial guidance in Central Florida. Whether you're planning for retirement, managing investments, or looking to optimize your tax strategy, Zenith Advisory Group is well-equipped to provide the expertise and personalized service you need to achieve your financial goals.

Word Count: 549 words
Quality Score: 8/10
Keywords: Financial Consulting, Wheelchair Accessible, Zenith Advisory Group, The Villages, Financial Planning, Investment Strategy, Client Satisfaction, Accessible Facilities
Language Used: English
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👍 Reviews of Zenith Advisory Group

Zenith Advisory Group - The Villages, Florida
Judy K.
5/5

I, Chris Kellogg cannot say enough about ZENITH Advisory Group! We have know Bart for over 20yrs! He was 1st our accountant and now our forever Financial Advisor!
Bart, Daniel, Todd & Amy have been there every step of the way!! I retired at 56 and am living the dream life here in Florida! His interaction with each and every client is amazing! All of their special events that they put on keep us all interacting. I have referred many clients to Bart and I have people coming up to me in my neighborhood and at my work asking, “who’s your financial advisor?” Many are client clients now!
One meeting or session with Bart and his team is life-changing! ⭐️⭐️⭐️⭐️⭐️

Zenith Advisory Group - The Villages, Florida
Bert A.
5/5

Fantastic group and we couldn’t be more pleased Zenith. They make it very easy to understand and their rates can’t be beat. We have full trust in Zenith!

Zenith Advisory Group - The Villages, Florida
Tara N.
1/5

I went to Zenith Advisors last year (2023) and asked them two questions - I have a lump sum of money to invest, give me options and can you show me how to do a back door Roth IRA. Daniel was my advisor and told me yes he could do both. For my first question, he gave me the option of an annuity. When it came time to do the Roth back door IRA, he said no, that I my income is too high.

He also gave me advice to max out our regular IRAs to reduce our taxes. So I put 2023 and 2024 contributions in. Then when I went to do my taxes, I was not able to deduct the IRA contributions because of the income limits. Obviously I should have googled the income limits for the IRA contributions but since I hired Zenith for financial advice, I didn’t think I had to. I ended up needing to withdraw those contributions because since they were added to an existing IRA, I was in a pro rata situation (contributions consisting of tax deductible and non tax deductible contributions).

Took my money back to Fidelity and asked them the same questions. They helped me with investing the lump sum and also helped with the back door Roth IRA. This was also complimentary since I had my money with them. Paid about $3K to Zenith and didn’t accomplish anything.

Zenith Advisory Group - The Villages, Florida
Amy P.
5/5

I have had an excellent experience with Zenith Advisory Group. Their team is incredibly knowledgeable, professional, and truly dedicated to their client's success. From personalized financial planning to expert investment advice. They have exceeded my expectations at every turn. I feel confident in my financial future thanks to their guidance and support. I highly recommend Zenith Advisory Group to anyone looking for top-notch financial advisory services.

Zenith Advisory Group - The Villages, Florida
Allen F.
5/5

Zenith has been great! They have been great communicating thoughts and ideas and the work they do. The strategies they presented were tailored to fit my needs. I feel like they really listen and take the time to get to know their clients. I can sleep easy at night and couldn't be happier.

Zenith Advisory Group - The Villages, Florida
Thad H.
5/5

We spent our entire life saving and building our retirement. Then a close friend introduced us to Bart and his highly skilled team. These folks have made our life in retirement stress free, while continuing to grow our investments. The best thing is i didn't have to know what to do, simply meet with Bart and his team and they got us going. If you're needing financial advice i highly recommend them!

Zenith Advisory Group - The Villages, Florida
Keith B.
5/5

We have had a great experience working with Zenith. If you’re looking for qualified team to work hard for you, Zenith is your answer.

Zenith Advisory Group - The Villages, Florida
Jennifer L.
5/5

Daniel is very kind and professional not to mention super impressive. I’ll gladly recommend them to everyone I know!

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