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Zainer
Rinehart Clarke, DFK |
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Zainer
Rinehart Clarke DFK, is a CPA firm and an affiliate of ZRC
Financial Services, LLC. Since 1979, they have earned local,
national, and international recognition for quality, creativity,
and integrity for the services they provide: tax management,
accounting and auditing, litigation support, and business
advising. Whenever clients of the investment advisory firm
need additional support such as estate planning and tax management,
the collaboration with the accounting firm is smooth and seamless.
www.zrcdfk.com
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Schwab
Institutional |
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Charles
Schwab and Company is ZRC's preferred custodian for client funds
and securities. Transactions are executed through Schwab Institutional,
which is dedicated to working with independent financial advisors.
In addition to ZRC's regular quarterly reporting, clients can
view their accounts online through Schwab's
own website. |
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Aegis
Group |
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ZRC Financial
Services, LLC is a member of the Aegis Group, which is a network
of ten independent financial planning and investment management
firms throughout the U.S. The common goal of the Aegis members
is to be on the technical and intellectual forefront of professional
investment advisors in order to provide the most up-to-date
solutions to members' clients and to spread the knowledge
among individual members. The group's synergy enhances its
members' effectiveness without compromising independence or
objectivity.
Aegis
was the "shield of Jupiter' in Roman mythology and symbolizes
the role we perform in shielding our clients from investment
perils, as well as the strength gained through collective
wisdom.
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Aegis
Group Members
Nancy
Blunck, MS, CFP
Blunck Financial
Anchorage, Alaska |
Rick
Clarke, CPA, PFS
ZRC Financial Services, LLC
Santa Rosa, California |
Bill
Dix
Gordon Dix
Partners
Durham, North Carolina |
Mike
Durant, CFP
Belmont Financial
Group
Belmont, Massachusetts |
John
Eckel, CFP, CFA
Pinnacle Investment
Management, Inc.
Simsbury, Connecticut |
Tom
Gnuse
HTG Investment
Advisors, Inc.
New Canaan, Connecticut |
Kathleen
Kee, CFP
Perkins Group
Portland, Oregon |
Pamela
Krueger
Third Coast
Wealth Advisors
Austin, Texas |
Marty
Kurtz, CFP
The Planning
Center
Moline, Illinois |
John
Henry Low
Knickerbocker Advisors,
Inc.
Pine Plains, New York |
Benjamin
Tobias, CFP, CIMA, CPA, PFS
Tobias Financial
Advisors
Ft. Lauderdale, Florida |
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Other
Professionals |
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We respect
existing relationships with your other professionals, such
as accountants, tax preparers and attorneys, and will effectively
team up with them to accomplish your goals and objectives.
If you do need a referral, we can also accommodate that request
as we have working relationships with many other professionals.
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