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, investment 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 Advisors may only transact business in a state if first registered there, or if they are excluded or exempt from state Investment Advisor 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.
Securities offered in part through LaSalle St. Securities LLC, Member FINRA/SIPC. Investment advisory products offered through Zidel Financial, Inc, a Registered Investment Advisor. Zidel Financial, Inc is not affiliated with LaSalle St. Securities, LLC.
