Gregory Zandlo (CFP®)

Gregory Zandlo focuses in the
following client markets or areas of practice:

College/Education Planning

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

North East Asset Management offers three distinct services: 1) Comprehensive Portfolio Review (CPR) The CPR is an in-depth comprehensive analysis of Client information and aspirations, covering the five major disciplines of financial planning: * Risk Management * Investments * Income Taxes * Retirement * Estate North East Asset Management will develop a hand-written financial plan, adhering to the Practice Standards of the Certified Financial Planner Board of Standards, with a presentation of objective recommendations to the Client. 2) Client Relationship Service (CRS) The CRS is a dynamic process designed to provide professional, comprehensive management of a Client's financial situation. Often, the CRS compliments a CPR. 3) Customized Investment Management (CIM) The CIM provides individuals a uniquely tailored, investment management plan, integrating tax and asset allocation strategies, designed to achieve above average investment returns with below average investment risk.