Zenith Advisory Group

At Zenith Advisory Group, our team of qualified professionals is passionate about helping individuals and families achieve their ideal retirements.

Zenith represents the high point in your life, the culmination of years of effort, and the opportun...

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About Zenith Advisory Group


About Us
At Zenith Advisory Group, our team of qualified professionals is passionate about helping individuals and families achieve their ideal retirements.

Zenith represents the high point in your life, the culmination of years of effort, and the opportunity to enjoy a worry-free retirement.

The reality is many advisors say they do tax and estate planning, but in most cases, they’re managing portfolios and charging a percentage-based fee in order to do so. At Zenith, we have a team of CPAs and partnerships with attorneys to ensure you get tax planning, tax prep, estate planning, and portfolio management, all for an easy-to-understand flat fee based on the services we provide.
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Sumter County Chamber of Commerce

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