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


This Office

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