Flynn Zito Capital Management

Investment Management, Financial Planners, Financial Planning Consultants

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(516) 746-9000Call Visit WebsiteVisit Website Map & DirectionsDirections300 Garden City Plz Ste 226Garden City, NY 11530 Write a ReviewWrite Review

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Garden City

AKA

Zito Richard cfp

Douglas Flynn Cfp

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http://flynnzito.com

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Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Stock & Bond Brokers

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Phone: (516) 746-9000

Address: 300 Garden City Plz Ste 226, Garden City, NY 11530

Website: http://flynnzito.com

Flynn Zito Capital Management

Taxes

Tax Planning
Determining how your income impacts Social Security (SS) taxes is important for tax planning. Factors that determine how much pay SS tax you pay, depending on Read More
Charitable Giving
Our written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. For example, recommendations may be made that the clients begin or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. It should also be noted that we refer clients to an accountant, attorney or other specialist, as necessary for non-investment management related services. For written financial planning engagements, we provide our clients with a written summary of their financial situation, observations, and recommendations. For financial consulting engagements, we usually do not provide our clients with a written summary of our observations and recommendations as the process is less formal than our planning service. Plans or consultations are typically completed within six (6) months of the client signing an agreement with us, assuming that all the information and documents we request from the client are provided to us promptly. Implementation of the recommendations will be at the discretion of the client.

Investment

Investment Management
Many people know Flynn Zito Capital Management as one of the most well-respected investment management partnerships. They might also know Doug Flynn from his regular TV appearances on various financial programs. And anyone who has ever worked with Rich Zito, Ryan Haiss or Steve Aberman know them as determined, committed professionals who constantly go above and beyond to make a positive impact on the lives of others.
Mutual Funds
We emphasize continuous and regular account supervision. As part of our asset management service, we generally create a portfolio, consisting of individual stocks or bonds, ETFs, options, mutual funds and other public investments. The client’s individual investment strategy is tailored to their specific needs and may include some or all of the previously mentioned securities. Each portfolio will be initially designed to pursue a particular investment goal, which we determine to be suitable to the client’s circumstances and risk tolerance. Once the appropriate portfolio has been determined, we generally review the portfolio on a quarterly basis. Certain accounts may be reviewed more or less frequently. If necessary, we rebalance the portfolio based upon the client’s individual needs, stated goals and objectives.
Bonds
Wealth Management
If you need guidance on investments and financial planning set your sights high. Experience a higher standard of excellence in wealth management by contacting us today. Then experience the feeling of knowing you have a qualified, dedicated plan designed by a team of professionals who are by your side to help pursue your goals.

Planning

Financial Planning
We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations
Retirement Planning
Steve joined Flynn Zito after spending nearly four years at Fidelity Investments. At Fidelity, Steve counseled and guided clients with assets ranging from $100,000 to $10,000,000. Most of his day was spent educating clients on all aspects of the market and how most efficiently to pursue their financial goals, whether that be through wealth accumulation and preservation strategies, retirement planning, income planning or 529 plans.
Asset Management
If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact us.
College Funding
We provide a variety of financial planning and consulting services to individuals, families and other clients regarding the management of their financial resources based upon an analysis of client’s current situation, goals, and objectives. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation for clients based on the client’s financial goals and objectives. This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit Evaluation, Business and Personal Financial Planning.

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