Zuk Financial Group

  • Financial Advisors & Planners
700 Franklin Street
Napa, CA 94559
(510) 547-8900
(707) 255-5405 (fax)
  • About

    Zuk Financial Group is committed to providing financial and investment planning services that are both unique and customized for each of our clients. Our outstanding reputation is the result of a customized comprehensive planning process that values communication and a collaborative approach. Zuk has been servicing the financial, retirement and investment needs of its clients since 1974 and maintains a priority of safekeeping your financial future. A brief overview of our services are: Financial Goals Assessment, Investment Analysis & Portfolio Design, Pre and Post Retirement Planning, Education Funding, Insurance Analysis and Estate Planning.