Alex Zourides, CFP, Inc
Alex Zourides, CFP Inc. is a comprehensive financial services firm committed to helping clients improve their long-term financial success through customized programs designed to grow, protect, and conserve assets.
About
Alex Zourides, CFP Inc. is a comprehensive financial services firm committed to helping clients improve their long-term financial success. The firm provides customized programs designed to grow, protect, and conserve clients’ assets by delivering personalized service and experience. S
ervices include investments, bonds, common stock, educational IRAs, brokerage accounts, traditional and Roth IRAs, mutual funds, managed money, SEP IRAs, simple IRAs, treasury bills, government securities, treasury notes, variable annuities, financial planning, retirement plans, tax planning strategies, 401(k) 403(b) college planning, estate planning strategies, money management, money purchasing plans, profit sharing plans, insurance (disability income, life, long term care, individual and group health), tax planning, individual and corporate tax preparation, estate & trust returns, and payroll. Alex Zourides is a Registered Representative and Investment Adviser Representative of Equity Services, Inc., offering securities in multiple states and providing tax advice and accounting services independently of Equity Services, Inc.
Services
Investments
Management and selection of various investment vehicles including bonds, common stock, mutual funds, managed money, and more.
Financial Planning
Comprehensive planning to address clients' financial goals, including retirement, college planning, and estate planning.
Tax Planning
Strategies to optimize tax efficiency and minimize tax liabilities for individuals and businesses.
Insurance Planning
Designing insurance solutions to protect clients from financial risks associated with life, health, disability, and long-term care events.
Estate Planning
Strategies to manage assets during life and ensure their distribution according to the client's wishes after death.
Retirement Planning
Planning to ensure financial security and desired lifestyle during retirement years.