Our Services

Through the ups and downs of financial markets, one thing remains the same; the need for intelligent professional portfolio management at a reasonable cost.

The services of H.L. Zeve Associates, Inc. include:

    1. Investment Management
    2. Detailed Financial Analysis
    3. Retirement Planning
    4. Wealth Management
    5. Analysis of Present Position
    6. Establishment of Goals and Objectives
    7. Accurate Reporting and Performance Data
    8. Taxable and tax-free Bonds
    9. Mutual Funds and Individual Stocks
    10. Separate Accounts and Hedge Funds
    11. Stock Option Analysis/ Exchange Funds/ Equity Collars
We are known for unbiased, independent advice and management. Clients applaud our timely information and responsive service. Principals are always available to answer any of our clients' financial questions. Helping clients establish and meet long-term financial goals is our priority.
 
 
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