We have found that Zach has proven himself to be competent, trustworthy and straightforward. He has walked us through very new teritory with patience and skill. He has helped us move from fear of the unknown and being safely stuck to wisely moving forward, knowing we are in very good hands today and for our future needs. He is available and follows through which is an additional bonus. Thank you Factor Financial!

I was looking for someone who could help me plan for retirement and manage my investments with confidence, I found Zach and Factor Financial and decided to give him a try. From the beginning, Zach took the time to understand my financial goals, provided clear explanations, and customized a plan that suited my needs. I always felt heard and well-informed. Zach was always available to answer my questions, and the communication was clear and timely. Since working with Zach, I’ve seen great progress with my retirement planning/Investment management and feel more secure about my financial future. I would absolutely recommend Zach to anyone looking for personalized, reliable financial advice. He truly cares about his clients’ success.

I listened in to a lot of webinars from Retirement/Wealth advisors, held a good number of interviews with the ones I thought were the best and in the end I thought that Factor was the best solution for me. They are much like a family office type of firm with more personalized attention being led by a sharp founder.