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Zunic Advisory Services LLC
Information by Research TrustFinance
Founded by Robert Zunic, Zunic Advisory Services, LLC is a Denver-based independent wealth management firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm is fee-only, which eliminates conflicts of interest associated with commissions. They specialize in creating customized financial strategies that encompass investment management, comprehensive financial planning, and personal CFO services for a select group of accomplished individuals and families, focusing on long-term relationships and personalized service.
United States
Industry
Financial