Gary Zaugg - Raymond James
* Gary L. Zaugg , CFP®, ChFC®, CASL®, CDFA®
* President, ZFG
* Registered Principal, RJFS
Gary L. Zaugg is a Certified Financial Planner professional (CFP)®, a Chartered Financial Consultant (ChFC)®, a Chartered Advisor in Senior Living (CASL)® and a Certified Divorce Financial Analyst (CDFA)®. He is also president of the Zaugg Financial Group, Inc. (ZFG) and a branch manager and registered principal of the Greater Norfolk/Hampton Roads office of Raymond James Financial Services, Inc., member FINRA/SIPC.
A financial planning practitioner with more than 31 years of experience, his service style focuses proactively on money management, client ownership and control issues, and mistake avoidance techniques. Gary also specializes in developing sophisticated financial and estate plans for high-net-worth clients and their heirs, as well as coordinating strategies with his client¿s legal and accounting advisors to create and implement complex estate and tax planning techniques.
Conducts frequent portfolio reviews, based on need, regardless of his client¿s locations worldwide, and maintains a high level of access and communication, which is a foundational service mark. Working with a team of highly dedicated and well-trained, licensed financial professionals, we assist and provide service to all clients, whether they are novice or seasoned investors.
More Business Info
Member FINRA/SIPC
- Hours
- Regular Hours
- Extra Phones
Fax: 757-671-3332
TollFree: 800-224-7755
- Location
- Poole & Mahoney Bldg
- AKA
Gary L Zaugg Cfp
Raymond James Financial
The Zaugg Financial Group, Inc.
Zaugg Gary L
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- Categories
- Financial Planning Consultants, Financial Planners, Financial Services, Insurance, Investment Advisory Service, Investment Management
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