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At Zephyrus Financial Services, we believe our team approach adds a unique perspective and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement planning and distribution strategies
  • Estate conservation
  • Risk management analysis

We also can answer your questions, including:

  • When can I retire?
  • Are my investments right for me and my goals?
  • What’s a good approach for college savings?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Timothy is the owner of Zephyrus Financial Services and is a dually licensed Financial Advisor and Broker. He spends his time meeting with clients, building and managing portfolios, as well as creating custom financial plans. Tim left...

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Amanda is a dually licensed Financial Advisor and Broker at Zephyrus Financial Services, and is the Office Manager. She specializes in life and long term care insurance, making portfolio recommendations, monitoring accounts, and fund...

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