We decided to seek the help of a new financial advisor when we felt our advisor at the time wasn’t providing adequate or reliable information so that we could retire. Based on a recommendation from our lawyer, we reached out to Henry Zupko. Henry has helped us maintain a budget so we can be comfortable while also traveling and pursuing our hobbies and interests.
We’ve recommended Henry to several people, sharing how professional, personable, and astute with financial matters he is—and they’ve all been very pleased with the recommendation. The best benefit of partnering with Henry has been his ease of accessibility and his ability to handle our needs in a timely manner.