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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.

NAPFA Start Date

September 05, 2001

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

9298 Central Ave NE Ste 407 Minneapolis, MN 55434-4220 Phone: (763) 785-9541 Fax: (763) 862-8425
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