At the Zale Group, we do not limit our practice to only a few tools. We partnered with LPL Financial to deliver independent research and a substantial range of investment choices. This list represents most of the services we offer and most of the tools we use to help our clients. It is not exhaustive. This list also illustrates the complexity of the financial services industry. No single Financial Advisor can be an expert in all areas. You need a Financial Advisor Team that understands these tools and services, and that can use all of these tools to help you pursue your goals.

Accumulating Your Wealth for the Future

  • Comprehensive Wealth Management
  • Financial Planning with a CERTIFIED FINANCIAL PLANNER™ Professional
  • Account Protections
  • Independent Research
  • Multiple Advisory Platforms
  • Account Types
  • Standard Investments
  • Alternative Investments
  • Insurance

Giving Your Wealth to Help Others

  • Comprehensive Wealth Management
  • Financial Planning with a CERTIFIED FINANCIAL PLANNER™ Professional
  • High Net Worth Wealth Management Services
  • Account Protections
  • Trust Services through the Private Trust Company N.A. and affiliate of LPL Financial
  • Independent Research
  • Lending Capabilities
  • Multiple Advisory Platforms
  • Account Types
  • Standard Investments
  • Alternative Investments
  • Insurance

Enjoying Your Wealth in Retirement

  • Comprehensive Wealth Management
  • Financial Planning with a CERTIFIED FINANCIAL PLANNER™ Professional
  • High Net Worth Wealth Management Services
  • Account Protections
  • Trust Services through the Private Trust Company N.A. an affiliate of LPI Financial
  • Independent Research
  • Lending Capabilities
  • Multiple Advisory Platforms
  • Account Types
  • Standard Investments
  • Alternative Investments
  • Insurance