Registered Investment Advisor

Zidel Financial, Inc. is a fee-only financial planning firm that prides itself on service. We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs and financial goals. We provide financial planning, investment advisory services, invesment advisory accounts, investment management, estate planning, retirement planning, and tax planning.

Zidel Financial, Inc. is a Registered Investment Advisor, offering advisory services in the State of Florida, for Florida residents.

Registered Investment Advisers may only transact business in a state if first registered or are excluded or exempt from state Investment Adviser requirements. For residents of states other than Florida, applicable registration requirements or the applicable exemption must be determined prior to attempting to solicit or provide investment advice or services.