Ann Benjamin Zuraw,  CFP<sup>&reg;</sup> - Financial Advisor

Ann Benjamin Zuraw, CFP®

CFA®, CDFA™

President

Zuraw Financial Advisors

806 Green Valley Rd, Ste 201
Greensboro, NC 27408
FINANCIAL ADVISOR'S WEBSITE
(336) 290-7062 CONNECT WITH Ann
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General

Ann Zuraw is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Zuraw Financial Advisors in Greensboro, NC and the surrounding communities.

Financial Advisor Overview

We specialize in investment management, helping clients create a portfolio that produces an appropriate diversification based on their goals and risk tolerance.

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Financial Advisor Experience

Ann Zuraw has over 30 years of professional experience in financial planning, portfolio management, family businesses and stock analysis.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - CFDA™

Insurance Licenses

  • Life insurance: North Carolina,CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources