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While many advisors and firms focus solely on accumulating assets, GNZ Financial takes a more holistic approach. We plan for both the accumulation and post-retirement or distribution phase of a client’s financial life. In order to accomplish this, we PLAN first and INVEST second. A well designed plan will help protect your money from catastrophic losses and inflation, while showing you how to generate a lifetime income and a legacy to your heirs.

At GNZ Financial, we want to partner with you to build a comprehensive, customized plan that fits your unique and special needs.

Please Contact Us if you would like to schedule a face-to-face or online appointment.

Greg Zott is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. GNZ Financial Services is not affiliated with USA Financial Securities.

Greg Zott is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ, FL, MI, NC, SC. For investment advisory services these states include: AZ, FL, MI, NC, WA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 

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