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Sanchez & Zures, LLC
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Sanchez & Zures, LLC
McLean, VA
Contact Information
| Company: |
Sanchez & Zures, LLC |
| Contact: |
Jeffrey J. Zures, CPA, CFP® |
| Address: |
8300 Greensboro Drive, Suite 800 |
| City: |
McLean |
| State: |
VA |
| Zip: |
22102 |
| Phone: |
703-349-0330 |
| Fax: |
703-991-6583 |
| Email: |
Jeff.Zures@SZadvisors.com |
| Website: |
www.SZadvisors.com |
About My Practice
Sanchez & Zures, LLC provides fee-only financial planning, portfolio management and tax preparation services to help clients achieve their financial goals.
Every market presents opportunities. Sound strategies and proper execution are the keys to your financial freedom. At Sanchez & Zures, LLC we are driven to deliver an objective, third party perspective that brings peace of mind. We pride ourselves on our ability to offer a complete range of services at a reasonable price without charging commissions.
Offering Advice Since
1998
Areas of Specialty
Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Tax preparation
Licenses, Certifications, Education, and Affiliations
Designations: CPA, CFP®
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
My Association with the Office or Firm
Owner/Partner
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