Zachary Smith

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy development
• Asset protection

About

Zachary Smith is a financial consultant based in Princeton, New Jersey, affiliated with Oppenheimer. He specializes in holistic financial planning and investment strategies tailored to the unique goals and values of his clients. Zachary utilizes an in-depth discovery process to understand each client's specific situation, time horizon, and risk tolerance. His practice primarily serves high net worth individuals, families, corporate executives, and businesses, focusing on asset growth and protection.

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