Investment & Insurance Services
Personal Investment Advisor
Joe Zandlo, EdD, Financial Advisor
Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income, or long-term care insurance protection, Joe can give you a new level of attention, insight and capability.
EasyVest™
Invest with as little as $200!*
EasyVest is designed to make investing simple and accessible with an automated system that constantly processes and analyzes live market data to optimize your portfolio based on your goals.