B Teri (Trix) I highly recommend Zito & Associates. Angie Zito and her team ensured our financial goals were aligned by including our financial advisor in our earliest discussions. Angie informed us about the tax implications of certain investment choices over others, and helped us plan for aging parents, rental properties, and looming retirement.
Everyone at Zito & Associates was knowledgeable, considerate, and communicated well. Thanks to them, we had no surprises and felt confident about our financial future. Thank you, Angie!
5 /5