With over a decade of experience in the financial services industry, Zachary Meyer is a trusted advisor dedicated to helping individuals and families navigate their financial journeys. His approach combines vast knowledge with personalized, hands-on strategies to create comprehensive financial plans tailored to each client's unique needs and goals.
Zachary holds Bachelor's degrees in Business and Economics from Eastern Connecticut State University. His experience spans across retirement planning, Medicare and Long-Term Care, tax strategies, estate planning, and investment management, offering clients a well-rounded approach to financial security.
Zachary lives in Avon, CT with his wife, Sarah, and their two daughters, Ellie and Bella. Outside of his professional life, he is an avid, though decidedly mediocre, golfer and a passionate sports enthusiast. At the office, Zachary is known for his client-centric philosophy, working closely with each individual or family to understand their aspirations, challenges, and long-term objectives. He believes in educating clients on complex financial concepts that contribute to a more confident financial future.
